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
1026
$3.68M 0.01%
14,081
+2,933
1027
$3.67M 0.01%
114,950
+7,870
1028
$3.66M 0.01%
19,609
+14,479
1029
$3.66M 0.01%
22,501
-20,732
1030
$3.66M 0.01%
17,852
-4,058
1031
$3.65M ﹤0.01%
76,533
+2,810
1032
$3.64M ﹤0.01%
46,442
+1,505
1033
$3.63M ﹤0.01%
70,871
+15,504
1034
$3.63M ﹤0.01%
102,279
+2,167
1035
$3.61M ﹤0.01%
48,423
+4,841
1036
$3.6M ﹤0.01%
7,412
+724
1037
$3.59M ﹤0.01%
4,865
+349
1038
$3.58M ﹤0.01%
36,324
+17,546
1039
$3.58M ﹤0.01%
33,900
-67
1040
$3.58M ﹤0.01%
11,826
+137
1041
$3.57M ﹤0.01%
+134,764
1042
$3.54M ﹤0.01%
139,876
-7,343
1043
$3.53M ﹤0.01%
20,441
-4,432
1044
$3.53M ﹤0.01%
63,636
-1,126
1045
$3.52M ﹤0.01%
135,036
+10
1046
$3.51M ﹤0.01%
152,200
-299,362
1047
$3.51M ﹤0.01%
14,261
+1,700
1048
$3.48M ﹤0.01%
49,026
-915
1049
$3.48M ﹤0.01%
100,087
+20,775
1050
$3.47M ﹤0.01%
381,439
-21,382
40 41
42
43 44