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
1376
$1.76M ﹤0.01%
28,858
+125
1377
$1.75M ﹤0.01%
18,303
-1,474
1378
$1.74M ﹤0.01%
16,812
+9,616
1379
$1.73M ﹤0.01%
30,973
-820
1380
$1.73M ﹤0.01%
+35,259
1381
$1.73M ﹤0.01%
9,674
-15,110
1382
$1.73M ﹤0.01%
54,052
-1,982
1383
$1.73M ﹤0.01%
4,731
-800
1384
$1.72M ﹤0.01%
36,090
+2,427
1385
$1.72M ﹤0.01%
16,184
-167
1386
$1.72M ﹤0.01%
83,536
+15,003
1387
$1.71M ﹤0.01%
47,736
+1,140
1388
$1.71M ﹤0.01%
29,810
-20
1389
$1.71M ﹤0.01%
52,130
-3,800
1390
$1.71M ﹤0.01%
41,626
-156
1391
$1.71M ﹤0.01%
15,086
-776
1392
$1.7M ﹤0.01%
12,832
+4,186
1393
$1.7M ﹤0.01%
129,107
-10,841
1394
$1.7M ﹤0.01%
52,973
-12,411
1395
$1.7M ﹤0.01%
44,150
-865
1396
$1.69M ﹤0.01%
35,444
+425
1397
$1.69M ﹤0.01%
20,186
-2,398
1398
$1.69M ﹤0.01%
57,166
-3,938
1399
$1.69M ﹤0.01%
93,121
-1,518
1400
$1.69M ﹤0.01%
30,281
-1,550
54 55
56
57 58