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
1126
$2.97M ﹤0.01%
68,508
+6,364
1127
$2.96M ﹤0.01%
61,695
+11,030
1128
$2.95M ﹤0.01%
6,466
+2,459
1129
$2.95M ﹤0.01%
29,326
-20,883
1130
$2.94M ﹤0.01%
40,085
-356
1131
$2.93M ﹤0.01%
12,479
-12,751
1132
$2.93M ﹤0.01%
70,366
+2,882
1133
$2.92M ﹤0.01%
83,793
+1,986
1134
$2.92M ﹤0.01%
133,390
+5,624
1135
$2.91M ﹤0.01%
325,333
1136
$2.91M ﹤0.01%
67,798
-1,252
1137
$2.9M ﹤0.01%
91,111
-15,898
1138
$2.9M ﹤0.01%
152,193
+25,042
1139
$2.9M ﹤0.01%
48,483
-2,502
1140
$2.89M ﹤0.01%
25,891
+13,041
1141
$2.89M ﹤0.01%
37,230
-12,844
1142
$2.88M ﹤0.01%
17,210
+134
1143
$2.88M ﹤0.01%
36,220
-15
1144
$2.87M ﹤0.01%
21,464
-701
1145
$2.87M ﹤0.01%
89,254
-161
1146
$2.86M ﹤0.01%
26,812
-7,409
1147
$2.85M ﹤0.01%
10,426
-234
1148
$2.84M ﹤0.01%
58,029
-29,252
1149
$2.84M ﹤0.01%
20,739
-6,347
1150
$2.83M ﹤0.01%
21,411
-864
44 45
46
47 48