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
851
$5.32M 0.01%
5,781
+1,050
852
$5.3M 0.01%
207,798
-94,295
853
$5.3M 0.01%
36,338
-7,422
854
$5.3M 0.01%
246,044
-8,518
855
$5.29M 0.01%
153,803
-2,610
856
$5.28M 0.01%
30,938
-3,767
857
$5.28M 0.01%
44,383
-9,136
858
$5.28M 0.01%
63,442
-34,109
859
$5.26M 0.01%
76,747
+451
860
$5.26M 0.01%
104,075
-768
861
$5.26M 0.01%
103,248
-74
862
$5.22M 0.01%
86,301
-2,080
863
$5.22M 0.01%
280,820
-962
864
$5.2M 0.01%
18,610
-354
865
$5.2M 0.01%
42,837
-8,366
866
$5.2M 0.01%
16,742
+669
867
$5.15M 0.01%
29,312
+928
868
$5.13M 0.01%
10,626
-17,545
869
$5.11M 0.01%
40,306
+7,217
870
$5.09M 0.01%
156,086
+32,026
871
$5.08M 0.01%
143,126
+56,944
872
$5.08M 0.01%
39,545
-2,819
873
$5.07M 0.01%
51,164
-8,314
874
$5.03M 0.01%
157,826
+96,355
875
$5.02M 0.01%
67,130
-1,770
33 34
35
36 37