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
826
$5.67M 0.01%
60,432
-2,169
827
$5.66M 0.01%
112,742
+3,743
828
$5.65M 0.01%
77,432
+14,450
829
$5.64M 0.01%
83,592
+4,241
830
$5.63M 0.01%
138,953
+252
831
$5.63M 0.01%
39,875
+8,258
832
$5.63M 0.01%
39,063
-7,420
833
$5.59M 0.01%
219,313
+7,798
834
$5.59M 0.01%
344,564
-441,892
835
$5.58M 0.01%
54,023
+834
836
$5.55M 0.01%
144,783
-476
837
$5.53M 0.01%
35,461
-106
838
$5.52M 0.01%
240,685
-31,961
839
$5.46M 0.01%
110,979
+9,974
840
$5.46M 0.01%
50,789
-124
841
$5.43M 0.01%
32,707
+955
842
$5.43M 0.01%
126,492
-34,010
843
$5.43M 0.01%
123,714
-3,111
844
$5.43M 0.01%
281,390
+15,463
845
$5.43M 0.01%
121,741
-3,373
846
$5.39M 0.01%
+201,106
847
$5.39M 0.01%
12,326
+132
848
$5.38M 0.01%
+108,088
849
$5.36M 0.01%
196,565
+3,204
850
$5.35M 0.01%
137,676
-3,322
32 33
34
35 36