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
1301
$2.07M ﹤0.01%
20,121
-9,417
1302
$2.06M ﹤0.01%
74,106
+6,850
1303
$2.05M ﹤0.01%
16,386
-2,022
1304
$2.05M ﹤0.01%
56,527
-223,831
1305
$2.05M ﹤0.01%
155,844
+597
1306
$2.05M ﹤0.01%
6,585
+42
1307
$2.04M ﹤0.01%
24,909
+68
1308
$2.04M ﹤0.01%
30,280
+71
1309
$2.04M ﹤0.01%
6,789
+449
1310
$2.03M ﹤0.01%
47,794
+1,066
1311
$2.03M ﹤0.01%
27,619
+1,230
1312
$2.03M ﹤0.01%
19,689
-22,871
1313
$2.02M ﹤0.01%
32,492
-479
1314
$2.02M ﹤0.01%
24,051
+6,056
1315
$2.01M ﹤0.01%
18,354
-1,882
1316
$2M ﹤0.01%
7,222
-1,148
1317
$2M ﹤0.01%
38,778
-749
1318
$2M ﹤0.01%
68,383
+13,772
1319
$1.99M ﹤0.01%
51,568
+1,389
1320
$1.99M ﹤0.01%
50,113
-42,790
1321
$1.99M ﹤0.01%
29,593
1322
$1.98M ﹤0.01%
+94,811
1323
$1.98M ﹤0.01%
6,143
+1,656
1324
$1.97M ﹤0.01%
66,513
+1,207
1325
$1.97M ﹤0.01%
36,346
+667
51 52
53
54 55