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
801
$6.02M 0.01%
417,089
+25,918
802
$6.01M 0.01%
260,319
-546
803
$5.98M 0.01%
45,159
+98
804
$5.97M 0.01%
63,260
-17,274
805
$5.93M 0.01%
32,212
-1,970
806
$5.91M 0.01%
65,970
-2,988
807
$5.91M 0.01%
18,293
+664
808
$5.9M 0.01%
59,271
+3,202
809
$5.88M 0.01%
151,943
+35,328
810
$5.85M 0.01%
63,312
+11,119
811
$5.85M 0.01%
82,275
+2,927
812
$5.83M 0.01%
4,423
+286
813
$5.83M 0.01%
141,628
-36,731
814
$5.81M 0.01%
216,574
+21,001
815
$5.79M 0.01%
97,518
-4,756
816
$5.78M 0.01%
227,510
-15,849
817
$5.78M 0.01%
76,899
+625
818
$5.75M 0.01%
23,459
+2,545
819
$5.74M 0.01%
171,400
+94
820
$5.74M 0.01%
70,332
+44,427
821
$5.73M 0.01%
71,868
-496
822
$5.71M 0.01%
108,875
+24,600
823
$5.7M 0.01%
47,121
-2,478
824
$5.7M 0.01%
177,703
-4,563
825
$5.69M 0.01%
13,374
-238
31 32
33
34 35