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
701
$7.71M 0.01%
149,711
-1,543
702
$7.7M 0.01%
69,413
-6,086
703
$7.64M 0.01%
29,107
+12,348
704
$7.64M 0.01%
+90,283
705
$7.63M 0.01%
153,182
+5,461
706
$7.62M 0.01%
66,477
+2,395
707
$7.62M 0.01%
70,200
-1,679
708
$7.59M 0.01%
142,713
+593
709
$7.57M 0.01%
40,333
+900
710
$7.56M 0.01%
71,910
+185
711
$7.52M 0.01%
112,896
-3,885
712
$7.52M 0.01%
359,116
-72,434
713
$7.52M 0.01%
13,842
+445
714
$7.49M 0.01%
77,427
+32,401
715
$7.48M 0.01%
125,247
-2,758
716
$7.47M 0.01%
225,876
+14,659
717
$7.47M 0.01%
14,525
+1,627
718
$7.46M 0.01%
17,339
+847
719
$7.39M 0.01%
437,136
-162,078
720
$7.33M 0.01%
62,161
-938
721
$7.3M 0.01%
203,743
+19,114
722
$7.29M 0.01%
246,111
+12,823
723
$7.28M 0.01%
299,699
+10,766
724
$7.21M 0.01%
305,326
+6,365
725
$7.2M 0.01%
153,084
-747
27 28
29
30 31