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
901
$4.72M 0.01%
35,072
-14,194
902
$4.72M 0.01%
37,892
-170
903
$4.71M 0.01%
133,862
+104,760
904
$4.71M 0.01%
151,255
-8,222
905
$4.69M 0.01%
52,804
-2,531
906
$4.68M 0.01%
18,424
+506
907
$4.67M 0.01%
45,041
-627
908
$4.67M 0.01%
21,554
+5,234
909
$4.66M 0.01%
63,789
-652
910
$4.65M 0.01%
68,841
+1,843
911
$4.64M 0.01%
44,603
-19,907
912
$4.63M 0.01%
8,185
-160
913
$4.63M 0.01%
50,838
+3,735
914
$4.6M 0.01%
40,930
+10,846
915
$4.58M 0.01%
45,123
+13,557
916
$4.58M 0.01%
44,918
+2,676
917
$4.57M 0.01%
46,682
-3,950
918
$4.57M 0.01%
45,392
+1,481
919
$4.57M 0.01%
50,493
-635
920
$4.56M 0.01%
147,672
+31,938
921
$4.56M 0.01%
30,162
+7,804
922
$4.56M 0.01%
26,780
+22,124
923
$4.55M 0.01%
32,548
+10,461
924
$4.52M 0.01%
98,756
-4,309
925
$4.52M 0.01%
96,587
-115
35 36
37
38 39