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
1426
$1.6M ﹤0.01%
98,622
-10,577
1427
$1.6M ﹤0.01%
13,240
-3,409
1428
$1.6M ﹤0.01%
32,386
+10,573
1429
$1.59M ﹤0.01%
45,456
+11,847
1430
$1.58M ﹤0.01%
1,238
-286
1431
$1.58M ﹤0.01%
14,585
-8,627
1432
$1.57M ﹤0.01%
15,968
-1,290
1433
$1.57M ﹤0.01%
4,049
+125
1434
$1.56M ﹤0.01%
10,966
+772
1435
$1.56M ﹤0.01%
17,061
-9,188
1436
$1.56M ﹤0.01%
40,959
-616
1437
$1.56M ﹤0.01%
+27,132
1438
$1.55M ﹤0.01%
27,456
-34,869
1439
$1.55M ﹤0.01%
60,945
-105,736
1440
$1.55M ﹤0.01%
37,571
+8,466
1441
$1.54M ﹤0.01%
65,119
-29,446
1442
$1.54M ﹤0.01%
10,913
-89
1443
$1.54M ﹤0.01%
14,495
+785
1444
$1.54M ﹤0.01%
95,602
+921
1445
$1.54M ﹤0.01%
4,459
-16
1446
$1.53M ﹤0.01%
22,558
-249
1447
$1.53M ﹤0.01%
15,558
-1,697
1448
$1.53M ﹤0.01%
+17,132
1449
$1.53M ﹤0.01%
56,467
+26,745
1450
$1.53M ﹤0.01%
8,599
-1,272
56 57
58
59 60