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
776
$6.35M 0.01%
128,321
+3,397
777
$6.33M 0.01%
140,391
+6,115
778
$6.29M 0.01%
33,463
-735
779
$6.29M 0.01%
140,334
+52
780
$6.28M 0.01%
159,918
-2,336
781
$6.27M 0.01%
109,459
-1,908
782
$6.27M 0.01%
155,386
-17,502
783
$6.26M 0.01%
49,931
+1,172
784
$6.26M 0.01%
148,947
+4,056
785
$6.25M 0.01%
140,976
+1,987
786
$6.24M 0.01%
37,390
-8,737
787
$6.23M 0.01%
10,723
-451
788
$6.22M 0.01%
165,307
+914
789
$6.21M 0.01%
96,534
-330
790
$6.21M 0.01%
535,487
-461
791
$6.15M 0.01%
70,640
+2,481
792
$6.12M 0.01%
142,098
-5,310
793
$6.11M 0.01%
43,793
-601
794
$6.09M 0.01%
30,544
+385
795
$6.07M 0.01%
230,148
+23,316
796
$6.06M 0.01%
53,223
+3,944
797
$6.05M 0.01%
104,428
-3,074
798
$6.05M 0.01%
46,956
-113,737
799
$6.04M 0.01%
37,551
+1,303
800
$6.03M 0.01%
84,990
+4,106
30 31
32
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