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
1051
$3.47M ﹤0.01%
138,266
+79,490
1052
$3.47M ﹤0.01%
51,854
-669
1053
$3.46M ﹤0.01%
121,545
-17,867
1054
$3.44M ﹤0.01%
20,332
-107
1055
$3.44M ﹤0.01%
25,530
+785
1056
$3.44M ﹤0.01%
29,067
+8,641
1057
$3.43M ﹤0.01%
+129,600
1058
$3.42M ﹤0.01%
21,492
+265
1059
$3.42M ﹤0.01%
21,454
-839
1060
$3.41M ﹤0.01%
46,091
-15,830
1061
$3.41M ﹤0.01%
17,677
+6,267
1062
$3.41M ﹤0.01%
53,029
+887
1063
$3.41M ﹤0.01%
117,146
-2,521
1064
$3.41M ﹤0.01%
169,250
-3,820
1065
$3.41M ﹤0.01%
32,966
-2,917
1066
$3.4M ﹤0.01%
47,321
-253
1067
$3.4M ﹤0.01%
40,790
+1,681
1068
$3.4M ﹤0.01%
75,710
+1,288
1069
$3.39M ﹤0.01%
19,593
+426
1070
$3.38M ﹤0.01%
64,396
-77,670
1071
$3.38M ﹤0.01%
89,619
+7,797
1072
$3.37M ﹤0.01%
98,245
-632
1073
$3.37M ﹤0.01%
85,098
+9,335
1074
$3.37M ﹤0.01%
138,564
-6,091
1075
$3.36M ﹤0.01%
27,259
-7,541
41 42
43
44 45