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
1451
$1.53M ﹤0.01%
19,399
-5,351
1452
$1.53M ﹤0.01%
16,081
-556
1453
$1.53M ﹤0.01%
31,093
+784
1454
$1.52M ﹤0.01%
+20,248
1455
$1.52M ﹤0.01%
8,263
+317
1456
$1.52M ﹤0.01%
+41,755
1457
$1.52M ﹤0.01%
14,015
-4,366
1458
$1.51M ﹤0.01%
25,500
+3,230
1459
$1.51M ﹤0.01%
37,553
+1,002
1460
$1.5M ﹤0.01%
6,461
-973
1461
$1.5M ﹤0.01%
80,150
+4,121
1462
$1.5M ﹤0.01%
21,083
+1,792
1463
$1.49M ﹤0.01%
17,721
+1,544
1464
$1.49M ﹤0.01%
35,227
-1,241
1465
$1.48M ﹤0.01%
92,203
-12,446
1466
$1.48M ﹤0.01%
36,188
+10,000
1467
$1.48M ﹤0.01%
27,765
-6,110
1468
$1.47M ﹤0.01%
15,760
+1,644
1469
$1.47M ﹤0.01%
24,282
-501
1470
$1.47M ﹤0.01%
3,771
+122
1471
$1.47M ﹤0.01%
6,669
+814
1472
$1.47M ﹤0.01%
15,882
-601
1473
$1.47M ﹤0.01%
37,755
-1,555
1474
$1.46M ﹤0.01%
29,625
-539
1475
$1.46M ﹤0.01%
64,171
-7,754
57 58
59
60 61