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
1076
$3.36M ﹤0.01%
21,009
-6,850
1077
$3.35M ﹤0.01%
40,752
+37,684
1078
$3.34M ﹤0.01%
129,648
+50,786
1079
$3.34M ﹤0.01%
25,917
-249
1080
$3.34M ﹤0.01%
48,603
+4,158
1081
$3.33M ﹤0.01%
64,756
+4,263
1082
$3.33M ﹤0.01%
9,869
-210
1083
$3.32M ﹤0.01%
103,216
+4,853
1084
$3.32M ﹤0.01%
72,337
+3,507
1085
$3.3M ﹤0.01%
10,348
-1,798
1086
$3.28M ﹤0.01%
50,456
+5,169
1087
$3.26M ﹤0.01%
6,236
+378
1088
$3.26M ﹤0.01%
50,405
+2,288
1089
$3.25M ﹤0.01%
139,687
+27,802
1090
$3.24M ﹤0.01%
44,356
-16,369
1091
$3.23M ﹤0.01%
29,233
-1,196
1092
$3.23M ﹤0.01%
105,562
+2,913
1093
$3.23M ﹤0.01%
131,062
+4,320
1094
$3.22M ﹤0.01%
+49,117
1095
$3.22M ﹤0.01%
18,429
-68
1096
$3.22M ﹤0.01%
11,496
+2,422
1097
$3.21M ﹤0.01%
8,515
+1,908
1098
$3.2M ﹤0.01%
63,566
-28,695
1099
$3.2M ﹤0.01%
44,523
-919
1100
$3.2M ﹤0.01%
7,141
-249
42 43
44
45 46