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
926
$4.52M 0.01%
197,193
+6,293
927
$4.52M 0.01%
108,440
-3,582
928
$4.51M 0.01%
193,826
+426
929
$4.51M 0.01%
132,018
+52,396
930
$4.5M 0.01%
18,282
+1,038
931
$4.5M 0.01%
47,954
-15,456
932
$4.48M 0.01%
161,166
-2,325
933
$4.47M 0.01%
17,949
+741
934
$4.47M 0.01%
41,106
+1,987
935
$4.46M 0.01%
19,158
-285
936
$4.46M 0.01%
147,108
-28,150
937
$4.46M 0.01%
138,470
-10,965
938
$4.45M 0.01%
43,639
+17,597
939
$4.44M 0.01%
90,595
-46,027
940
$4.41M 0.01%
368,634
-28,700
941
$4.4M 0.01%
66,686
-8,183
942
$4.38M 0.01%
19,711
+2,189
943
$4.38M 0.01%
+77,425
944
$4.38M 0.01%
62,969
-2,769
945
$4.36M 0.01%
126,453
-9,095
946
$4.36M 0.01%
177,926
+4,659
947
$4.34M 0.01%
26,494
+1,380
948
$4.31M 0.01%
42,789
+19,577
949
$4.31M 0.01%
302,699
+18,763
950
$4.31M 0.01%
32,698
-53
36 37
38
39 40