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
1101
$3.19M ﹤0.01%
117,782
+3,041
1102
$3.19M ﹤0.01%
139,149
-737
1103
$3.18M ﹤0.01%
15,311
+14,074
1104
$3.17M ﹤0.01%
57,116
+137
1105
$3.17M ﹤0.01%
32,694
+407
1106
$3.14M ﹤0.01%
10,900
+310
1107
$3.14M ﹤0.01%
62,415
-7,921
1108
$3.1M ﹤0.01%
25,737
-7,902
1109
$3.09M ﹤0.01%
68,630
-3,249
1110
$3.09M ﹤0.01%
271,074
-5,576
1111
$3.08M ﹤0.01%
119,312
-68,121
1112
$3.08M ﹤0.01%
18,931
+1,891
1113
$3.06M ﹤0.01%
31,751
+6,690
1114
$3.06M ﹤0.01%
81,084
+7,830
1115
$3.05M ﹤0.01%
22,515
+19,498
1116
$3.05M ﹤0.01%
82,911
-9,347
1117
$3.02M ﹤0.01%
39,235
-2,123
1118
$3.01M ﹤0.01%
25,534
-3,018
1119
$3.01M ﹤0.01%
105,886
-2,069
1120
$3.01M ﹤0.01%
114,430
-4,412
1121
$3.01M ﹤0.01%
15,020
-288
1122
$3.01M ﹤0.01%
142,123
-39,589
1123
$2.99M ﹤0.01%
43,802
-1,869
1124
$2.98M ﹤0.01%
167,622
-902
1125
$2.97M ﹤0.01%
17,741
-1,010
43 44
45
46 47