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
1201
$2.53M ﹤0.01%
124,011
+2,678
1202
$2.52M ﹤0.01%
9,427
-1,859
1203
$2.52M ﹤0.01%
24,419
1204
$2.52M ﹤0.01%
51,391
-62,202
1205
$2.52M ﹤0.01%
45,064
+2,047
1206
$2.52M ﹤0.01%
65,707
+853
1207
$2.51M ﹤0.01%
76,088
-10,716
1208
$2.51M ﹤0.01%
9,538
-2,136
1209
$2.5M ﹤0.01%
46,118
-20,986
1210
$2.5M ﹤0.01%
96,568
-12,108
1211
$2.49M ﹤0.01%
21,037
+6,319
1212
$2.48M ﹤0.01%
+106,366
1213
$2.47M ﹤0.01%
46,511
-480
1214
$2.46M ﹤0.01%
102,921
-1,268
1215
$2.45M ﹤0.01%
49,565
+11,684
1216
$2.44M ﹤0.01%
66,850
+33,402
1217
$2.44M ﹤0.01%
106,219
+9,410
1218
$2.44M ﹤0.01%
29,336
+6,127
1219
$2.43M ﹤0.01%
62,688
-3,251
1220
$2.43M ﹤0.01%
51,444
-2,978
1221
$2.43M ﹤0.01%
51,766
-1,300
1222
$2.43M ﹤0.01%
101,205
1223
$2.43M ﹤0.01%
9,334
+4,723
1224
$2.43M ﹤0.01%
71,396
+176
1225
$2.42M ﹤0.01%
20,313
+69
47 48
49
50 51