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
1251
$2.3M ﹤0.01%
95,889
+5,459
1252
$2.3M ﹤0.01%
72,098
-2,363
1253
$2.3M ﹤0.01%
68,216
+3,256
1254
$2.29M ﹤0.01%
36,593
-841
1255
$2.29M ﹤0.01%
59,761
1256
$2.29M ﹤0.01%
+68,291
1257
$2.29M ﹤0.01%
79,073
+25,227
1258
$2.28M ﹤0.01%
7,931
-51
1259
$2.28M ﹤0.01%
58,783
+3,581
1260
$2.28M ﹤0.01%
63,303
+15,658
1261
$2.28M ﹤0.01%
80,137
+4,644
1262
$2.27M ﹤0.01%
72,985
-16,897
1263
$2.26M ﹤0.01%
65,494
-6,877
1264
$2.26M ﹤0.01%
5,322
+121
1265
$2.26M ﹤0.01%
107,331
-7
1266
$2.25M ﹤0.01%
7,522
+265
1267
$2.25M ﹤0.01%
28,178
-57,667
1268
$2.25M ﹤0.01%
111,309
+8,433
1269
$2.22M ﹤0.01%
34,556
-503
1270
$2.19M ﹤0.01%
47,199
-1,195,413
1271
$2.19M ﹤0.01%
112,024
+6,516
1272
$2.18M ﹤0.01%
23,796
-3,376
1273
$2.18M ﹤0.01%
160,784
+4,426
1274
$2.18M ﹤0.01%
56,078
-2,642
1275
$2.17M ﹤0.01%
38,713
+267
49 50
51
52 53