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
126
$121M 0.16%
442,929
+5,749
127
$120M 0.16%
430,907
+8,838
128
$119M 0.16%
1,335,464
+60,549
129
$119M 0.16%
279,898
-18,186
130
$118M 0.16%
1,859,008
+94,784
131
$117M 0.16%
2,307,507
+123,893
132
$116M 0.16%
467,749
+13,963
133
$115M 0.16%
452,544
+2,951
134
$113M 0.15%
328,602
-66,576
135
$112M 0.15%
544,054
-95,523
136
$112M 0.15%
3,237,903
+1,215,063
137
$111M 0.15%
469,609
-67,031
138
$111M 0.15%
4,681,093
+467,778
139
$109M 0.15%
1,438,958
+904,400
140
$108M 0.15%
741,735
+83,484
141
$108M 0.15%
343,238
+21,218
142
$107M 0.15%
1,592,895
+188,969
143
$107M 0.15%
1,039,548
+24,318
144
$107M 0.14%
832,614
+34,147
145
$105M 0.14%
747,741
-62,294
146
$105M 0.14%
3,835,212
+73,456
147
$103M 0.14%
225,378
-10,891
148
$103M 0.14%
3,215,099
+135,969
149
$102M 0.14%
214,498
+2,267
150
$101M 0.14%
629,076
+26,333
4 5
6
7 8