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
1001
$3.88M 0.01%
17,683
-599
1002
$3.88M 0.01%
44,263
-3,351
1003
$3.88M 0.01%
30,798
-43
1004
$3.87M 0.01%
29,308
-1,070
1005
$3.86M 0.01%
91,555
-4,793
1006
$3.84M 0.01%
263,182
1007
$3.83M 0.01%
76,106
+11,652
1008
$3.82M 0.01%
56,970
+1,831
1009
$3.81M 0.01%
59,768
-168
1010
$3.81M 0.01%
56,868
-5,852
1011
$3.81M 0.01%
145,945
-246
1012
$3.79M 0.01%
77,925
-961
1013
$3.79M 0.01%
87,317
+10,472
1014
$3.79M 0.01%
29,523
-312
1015
$3.78M 0.01%
56,454
-8,135
1016
$3.77M 0.01%
29,479
+5,666
1017
$3.74M 0.01%
76,577
-4,003
1018
$3.73M 0.01%
104,791
-2,043
1019
$3.72M 0.01%
177,340
+6,632
1020
$3.71M 0.01%
10,732
-807
1021
$3.7M 0.01%
49,419
+926
1022
$3.69M 0.01%
148,918
+8,907
1023
$3.68M 0.01%
124,396
-8,199
1024
$3.68M 0.01%
50,183
-5,814
1025
$3.68M 0.01%
135,035
-4,036
39 40
41
42 43