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
976
$4.11M 0.01%
8,786
-1,880
977
$4.11M 0.01%
241,508
+1,181
978
$4.11M 0.01%
44,915
-335
979
$4.11M 0.01%
56,944
+721
980
$4.1M 0.01%
73,501
+911
981
$4.09M 0.01%
13,293
+740
982
$4.09M 0.01%
92,882
-4,406
983
$4.06M 0.01%
38,022
-982
984
$4.06M 0.01%
91,805
+17,172
985
$4.05M 0.01%
28,341
-11,657
986
$4.04M 0.01%
57,369
+6,424
987
$4.03M 0.01%
179,069
+5,987
988
$4.02M 0.01%
78,810
-4,357
989
$4.02M 0.01%
31,737
+3,357
990
$4.01M 0.01%
29,308
+13,596
991
$3.99M 0.01%
164,714
+7,900
992
$3.99M 0.01%
85,547
+299
993
$3.96M 0.01%
27,441
-920
994
$3.96M 0.01%
87,410
-1,579
995
$3.95M 0.01%
179,098
+60,536
996
$3.95M 0.01%
39,497
+4,849
997
$3.95M 0.01%
82,353
+26,137
998
$3.94M 0.01%
90,537
+33,405
999
$3.94M 0.01%
20,864
+194
1000
$3.92M 0.01%
44,764
-11,976
38 39
40
41 42