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
951
$4.31M 0.01%
71,704
+462
952
$4.31M 0.01%
172,104
+3,820
953
$4.3M 0.01%
74,782
+3,400
954
$4.29M 0.01%
57,542
+671
955
$4.28M 0.01%
104,345
-44,985
956
$4.28M 0.01%
89,949
-331
957
$4.27M 0.01%
114,484
+34,409
958
$4.26M 0.01%
538,950
+502,023
959
$4.24M 0.01%
90,420
+2,269
960
$4.24M 0.01%
118,730
+16,173
961
$4.23M 0.01%
206,799
+14,159
962
$4.23M 0.01%
91,214
+415
963
$4.22M 0.01%
16,580
-505
964
$4.19M 0.01%
53,823
+4,817
965
$4.18M 0.01%
20,705
+1,718
966
$4.18M 0.01%
127,408
-27,916
967
$4.16M 0.01%
63,510
+6,171
968
$4.16M 0.01%
463,231
-32,690
969
$4.15M 0.01%
62,887
+457
970
$4.14M 0.01%
88,939
+12,006
971
$4.14M 0.01%
164,476
-4,182
972
$4.13M 0.01%
43,245
+511
973
$4.13M 0.01%
17,657
-1,342
974
$4.12M 0.01%
81,566
-732,332
975
$4.11M 0.01%
54,210
+12,084
37 38
39
40 41