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
726
$7.13M 0.01%
33,361
-44,396
727
$7.13M 0.01%
13,463
-62
728
$7.09M 0.01%
92,430
-1,285
729
$7.07M 0.01%
85,606
+103
730
$7.04M 0.01%
42,383
-1,219
731
$7.04M 0.01%
35,915
+11,912
732
$7.03M 0.01%
19,722
-280
733
$7.02M 0.01%
12,364
-209
734
$6.98M 0.01%
+187,031
735
$6.98M 0.01%
21,668
+3,507
736
$6.94M 0.01%
69,094
+4,434
737
$6.93M 0.01%
70,323
+2,350
738
$6.9M 0.01%
+294,613
739
$6.87M 0.01%
35,062
+25,585
740
$6.86M 0.01%
153,603
+19,027
741
$6.85M 0.01%
150,262
-646
742
$6.8M 0.01%
27,481
-3,583
743
$6.8M 0.01%
86,544
+8,787
744
$6.79M 0.01%
225,550
+214,305
745
$6.77M 0.01%
19,541
+395
746
$6.75M 0.01%
80,981
-2,454
747
$6.73M 0.01%
10,360
+91
748
$6.71M 0.01%
270,366
-4,181
749
$6.71M 0.01%
+133,360
750
$6.67M 0.01%
142,879
-6,746
28 29
30
31 32