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
1401
$1.69M ﹤0.01%
8,782
-2,802
1402
$1.69M ﹤0.01%
54,127
-2,896
1403
$1.68M ﹤0.01%
89,558
+10,969
1404
$1.68M ﹤0.01%
8,817
-1,270
1405
$1.68M ﹤0.01%
32,219
-192
1406
$1.67M ﹤0.01%
12,817
+465
1407
$1.67M ﹤0.01%
166,837
+70,698
1408
$1.67M ﹤0.01%
37,710
+11,205
1409
$1.67M ﹤0.01%
32,820
+21,127
1410
$1.67M ﹤0.01%
8,113
+286
1411
$1.66M ﹤0.01%
15,126
+680
1412
$1.65M ﹤0.01%
37,564
+12,296
1413
$1.65M ﹤0.01%
56,927
+218
1414
$1.65M ﹤0.01%
64,487
+3,519
1415
$1.65M ﹤0.01%
11,298
-2,052
1416
$1.64M ﹤0.01%
32,791
-51,346
1417
$1.63M ﹤0.01%
32,340
+11,776
1418
$1.63M ﹤0.01%
36,308
+15,169
1419
$1.63M ﹤0.01%
12,074
-417
1420
$1.62M ﹤0.01%
58,876
+2,643
1421
$1.62M ﹤0.01%
34,575
+25,785
1422
$1.62M ﹤0.01%
120,363
+42,002
1423
$1.62M ﹤0.01%
49,403
-8,953
1424
$1.61M ﹤0.01%
18,919
+883
1425
$1.61M ﹤0.01%
6,508
-18
55 56
57
58 59