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
1351
$1.86M ﹤0.01%
46,173
-44
1352
$1.86M ﹤0.01%
177,273
+78,161
1353
$1.86M ﹤0.01%
46,766
+2,689
1354
$1.86M ﹤0.01%
34,087
-806
1355
$1.85M ﹤0.01%
29,908
+13,076
1356
$1.85M ﹤0.01%
36,284
-3,004
1357
$1.85M ﹤0.01%
75,004
-10,991
1358
$1.84M ﹤0.01%
55,623
+3,075
1359
$1.84M ﹤0.01%
9,386
+4,146
1360
$1.84M ﹤0.01%
95,228
-1,601
1361
$1.84M ﹤0.01%
11,427
+222
1362
$1.83M ﹤0.01%
9,599
+956
1363
$1.83M ﹤0.01%
24,459
-808
1364
$1.82M ﹤0.01%
46,077
-13,949
1365
$1.82M ﹤0.01%
25,976
+959
1366
$1.82M ﹤0.01%
85,811
-2,282
1367
$1.81M ﹤0.01%
199,219
+8,181
1368
$1.81M ﹤0.01%
13,117
+4,169
1369
$1.8M ﹤0.01%
42,981
+5,665
1370
$1.78M ﹤0.01%
33,962
+4,086
1371
$1.77M ﹤0.01%
45,470
-131
1372
$1.77M ﹤0.01%
152,848
-18,762
1373
$1.77M ﹤0.01%
21,247
+242
1374
$1.77M ﹤0.01%
58,417
-26,884
1375
$1.76M ﹤0.01%
36,418
+215
53 54
55
56 57