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
876
$5.01M 0.01%
152,797
+11,126
877
$5.01M 0.01%
49,939
+7,996
878
$4.99M 0.01%
139,403
-510
879
$4.98M 0.01%
49,060
+2,039
880
$4.97M 0.01%
65,654
-2,079
881
$4.96M 0.01%
18,374
-188
882
$4.96M 0.01%
35,324
-4,677
883
$4.95M 0.01%
122,655
-9,690
884
$4.95M 0.01%
46,353
+2,209
885
$4.94M 0.01%
35,692
+8,674
886
$4.94M 0.01%
20,947
+1,169
887
$4.93M 0.01%
107,834
-5,721
888
$4.93M 0.01%
41,065
+29,667
889
$4.91M 0.01%
135,950
+1,395
890
$4.87M 0.01%
209,320
+15,149
891
$4.85M 0.01%
68,469
+65,180
892
$4.82M 0.01%
3,221
+27
893
$4.8M 0.01%
49,435
+2,003
894
$4.79M 0.01%
97,195
-4,319
895
$4.78M 0.01%
50,383
+379
896
$4.78M 0.01%
56,038
-735
897
$4.76M 0.01%
53,673
-1,244
898
$4.73M 0.01%
9,494
+241
899
$4.73M 0.01%
83,301
-14,549
900
$4.72M 0.01%
31,087
+22,280
34 35
36
37 38