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
751
$6.66M 0.01%
90,545
+10,996
752
$6.63M 0.01%
126,879
+78,511
753
$6.63M 0.01%
168,924
+3,173
754
$6.6M 0.01%
46,318
-2,297
755
$6.59M 0.01%
136,775
-506
756
$6.59M 0.01%
79,067
+424
757
$6.59M 0.01%
22,805
-30
758
$6.56M 0.01%
156,673
+3,656
759
$6.54M 0.01%
645,990
-77,274
760
$6.52M 0.01%
189,800
-30,097
761
$6.51M 0.01%
49,157
-17,593
762
$6.5M 0.01%
104,980
-506
763
$6.49M 0.01%
407,353
+6,230
764
$6.48M 0.01%
58,548
+43,433
765
$6.48M 0.01%
72,052
+1,187
766
$6.48M 0.01%
20,500
-137
767
$6.43M 0.01%
22,399
-351
768
$6.41M 0.01%
148,671
-8,105
769
$6.4M 0.01%
104,961
+2,667
770
$6.4M 0.01%
181,264
+18,107
771
$6.38M 0.01%
36,442
-1,014
772
$6.37M 0.01%
246,506
-89,911
773
$6.37M 0.01%
76,626
-16,216
774
$6.36M 0.01%
22,196
-117
775
$6.36M 0.01%
424,480
+108,158
29 30
31
32 33