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
1176
$2.67M ﹤0.01%
82,694
+1,061
1177
$2.66M ﹤0.01%
13,207
+803
1178
$2.66M ﹤0.01%
+93,862
1179
$2.66M ﹤0.01%
18,932
-129
1180
$2.66M ﹤0.01%
115,458
+9,852
1181
$2.65M ﹤0.01%
9,634
-1,246
1182
$2.63M ﹤0.01%
47,319
-576
1183
$2.62M ﹤0.01%
143,029
+54,829
1184
$2.6M ﹤0.01%
31,060
+1,681
1185
$2.6M ﹤0.01%
69,859
+12,011
1186
$2.59M ﹤0.01%
33,810
+255
1187
$2.58M ﹤0.01%
31,860
-760
1188
$2.58M ﹤0.01%
19,912
+1,224
1189
$2.58M ﹤0.01%
43,857
-8,525
1190
$2.58M ﹤0.01%
52,693
+2,116
1191
$2.57M ﹤0.01%
204,957
+2,100
1192
$2.57M ﹤0.01%
28,676
+1,000
1193
$2.56M ﹤0.01%
158,492
+38,176
1194
$2.56M ﹤0.01%
14,360
-2,131
1195
$2.55M ﹤0.01%
38,272
+223
1196
$2.55M ﹤0.01%
35,865
+1,169
1197
$2.54M ﹤0.01%
61,203
+4,501
1198
$2.54M ﹤0.01%
113,781
-9,720
1199
$2.54M ﹤0.01%
30,919
-4,257
1200
$2.54M ﹤0.01%
30,172
-14,395
46 47
48
49 50