Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
+$5.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,781
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$219M
3
+$114M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$108M
5
LRCX icon
Lam Research
LRCX
+$96.7M

Top Sells

1
+$180M
2
+$94.5M
3
+$91.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$78.2M
5
CMS icon
CMS Energy
CMS
+$71.4M

Sector Composition

1 Technology 15.09%
2 Financials 7.82%
3 Industrials 4.94%
4 Consumer Discretionary 4.88%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.3M 0.01%
43,542
-10,432
677
$8.28M 0.01%
102,657
-32
678
$8.26M 0.01%
114,296
-1,194
679
$8.25M 0.01%
675,853
-1,024,009
680
$8.21M 0.01%
51,125
+2,478
681
$8.2M 0.01%
37,773
+5,908
682
$8.15M 0.01%
194,152
-53,277
683
$8.13M 0.01%
45,331
+97
684
$8.08M 0.01%
49,893
-2,798
685
$8.07M 0.01%
355,256
+9,915
686
$8.07M 0.01%
253,025
-321
687
$8.06M 0.01%
47,835
+3,422
688
$8.04M 0.01%
14,700
+983
689
$8.01M 0.01%
297,124
+3,379
690
$8M 0.01%
189,606
+1,581
691
$7.92M 0.01%
34,511
-670
692
$7.84M 0.01%
60,898
-3,269
693
$7.84M 0.01%
315,402
+12,757
694
$7.81M 0.01%
192,499
+1,607
695
$7.8M 0.01%
172,193
-34,516
696
$7.79M 0.01%
137,294
-12,856
697
$7.78M 0.01%
106,019
+5,361
698
$7.77M 0.01%
191,497
+47,079
699
$7.75M 0.01%
68,242
+2,409
700
$7.72M 0.01%
103,784
+86,446
26 27
28
29 30