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
1226
$2.42M ﹤0.01%
14,808
+1,403
1227
$2.41M ﹤0.01%
21,646
-641
1228
$2.41M ﹤0.01%
15,261
-1,372
1229
$2.4M ﹤0.01%
46,166
-474
1230
$2.39M ﹤0.01%
22,306
+13,086
1231
$2.39M ﹤0.01%
54,119
-5,982
1232
$2.39M ﹤0.01%
21,670
+1,290
1233
$2.39M ﹤0.01%
118,836
-721
1234
$2.38M ﹤0.01%
23,312
+2,885
1235
$2.38M ﹤0.01%
269,294
-92,743
1236
$2.37M ﹤0.01%
95,000
+82,500
1237
$2.37M ﹤0.01%
73,699
-8,640
1238
$2.37M ﹤0.01%
36,832
-19,871
1239
$2.37M ﹤0.01%
185,142
-20,180
1240
$2.37M ﹤0.01%
11,669
+1,335
1241
$2.37M ﹤0.01%
5,649
+569
1242
$2.36M ﹤0.01%
19,930
-298
1243
$2.36M ﹤0.01%
23,930
-2,889
1244
$2.34M ﹤0.01%
11,697
-17,253
1245
$2.34M ﹤0.01%
49,970
+803
1246
$2.33M ﹤0.01%
17,716
-453
1247
$2.32M ﹤0.01%
26,190
+1,567
1248
$2.31M ﹤0.01%
55,031
+1,337
1249
$2.31M ﹤0.01%
46,710
+10,697
1250
$2.3M ﹤0.01%
67,456
-18,914
48 49
50
51 52