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
1276
$2.17M ﹤0.01%
97,095
-2,558
1277
$2.17M ﹤0.01%
50,271
+666
1278
$2.17M ﹤0.01%
55,277
+1,044
1279
$2.15M ﹤0.01%
21,370
+2,389
1280
$2.15M ﹤0.01%
+112,037
1281
$2.15M ﹤0.01%
91,673
-821
1282
$2.15M ﹤0.01%
9,338
+3,190
1283
$2.15M ﹤0.01%
29,743
+19,039
1284
$2.13M ﹤0.01%
65,112
+20,655
1285
$2.13M ﹤0.01%
17,109
+3,562
1286
$2.13M ﹤0.01%
15,844
-2,879
1287
$2.13M ﹤0.01%
80,532
-16,270
1288
$2.12M ﹤0.01%
80,797
+2,672
1289
$2.12M ﹤0.01%
28,011
-316
1290
$2.12M ﹤0.01%
40,785
+3,098
1291
$2.12M ﹤0.01%
40,202
+37
1292
$2.11M ﹤0.01%
37,078
-36,598
1293
$2.11M ﹤0.01%
56,332
-8,269
1294
$2.1M ﹤0.01%
23,350
-2,379
1295
$2.09M ﹤0.01%
11,841
-208
1296
$2.08M ﹤0.01%
61,533
+54,179
1297
$2.08M ﹤0.01%
16,652
-327
1298
$2.08M ﹤0.01%
14,703
+323
1299
$2.07M ﹤0.01%
10,121
-514
1300
$2.07M ﹤0.01%
14,686
+724
50 51
52
53 54