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
1151
$2.82M ﹤0.01%
99,709
+8,585
1152
$2.82M ﹤0.01%
107,029
+11,990
1153
$2.82M ﹤0.01%
18,382
+3,835
1154
$2.81M ﹤0.01%
78,309
-1,865
1155
$2.8M ﹤0.01%
83,236
-61,252
1156
$2.8M ﹤0.01%
27,050
-1,836
1157
$2.79M ﹤0.01%
67,578
-155
1158
$2.79M ﹤0.01%
91,980
-2,647
1159
$2.78M ﹤0.01%
20,149
-1,515
1160
$2.77M ﹤0.01%
121,669
-2,643
1161
$2.75M ﹤0.01%
13,565
-384
1162
$2.75M ﹤0.01%
36,527
+2,216
1163
$2.75M ﹤0.01%
44,662
+7,295
1164
$2.75M ﹤0.01%
96,301
-5,259
1165
$2.75M ﹤0.01%
6,909
-20
1166
$2.74M ﹤0.01%
57,625
+15,413
1167
$2.74M ﹤0.01%
27,842
-548
1168
$2.74M ﹤0.01%
142,205
-44,850
1169
$2.73M ﹤0.01%
19,588
+181
1170
$2.7M ﹤0.01%
64,199
-29,593
1171
$2.7M ﹤0.01%
11,756
-36
1172
$2.7M ﹤0.01%
53,578
+4,856
1173
$2.69M ﹤0.01%
18,452
+14,907
1174
$2.67M ﹤0.01%
94,216
+72,974
1175
$2.67M ﹤0.01%
49,553
-4,440
45 46
47
48 49