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
1326
$1.97M ﹤0.01%
50,796
+436
1327
$1.96M ﹤0.01%
28,192
-98
1328
$1.96M ﹤0.01%
1,173
-67
1329
$1.96M ﹤0.01%
8,808
+93
1330
$1.96M ﹤0.01%
19,490
+5,001
1331
$1.95M ﹤0.01%
26,505
+1,847
1332
$1.95M ﹤0.01%
17,946
-5,233
1333
$1.94M ﹤0.01%
61,798
+518
1334
$1.93M ﹤0.01%
34,988
-264
1335
$1.93M ﹤0.01%
42,996
-1,424
1336
$1.93M ﹤0.01%
82,497
-5,208
1337
$1.92M ﹤0.01%
35,142
+3,915
1338
$1.92M ﹤0.01%
40,313
-120
1339
$1.91M ﹤0.01%
18,274
+1,358
1340
$1.9M ﹤0.01%
2,297
-36
1341
$1.9M ﹤0.01%
48,130
-689
1342
$1.9M ﹤0.01%
50,000
1343
$1.9M ﹤0.01%
15,645
+2,936
1344
$1.89M ﹤0.01%
81,059
-2,158
1345
$1.88M ﹤0.01%
75,237
-12,753
1346
$1.88M ﹤0.01%
24,809
-3,386
1347
$1.88M ﹤0.01%
70,554
+9,387
1348
$1.87M ﹤0.01%
24,861
+77
1349
$1.87M ﹤0.01%
1,514
+108
1350
$1.87M ﹤0.01%
54,782
+8,896
52 53
54
55 56