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
1476
$1.46M ﹤0.01%
1,241
-27
1477
$1.45M ﹤0.01%
65,654
-3,169
1478
$1.45M ﹤0.01%
14,471
-1,390
1479
$1.45M ﹤0.01%
304,567
1480
$1.45M ﹤0.01%
36,829
+316
1481
$1.44M ﹤0.01%
107,849
-8,925
1482
$1.44M ﹤0.01%
72,286
+41,436
1483
$1.44M ﹤0.01%
38,119
+1,282
1484
$1.44M ﹤0.01%
14,331
+11,396
1485
$1.44M ﹤0.01%
30,895
-2,302
1486
$1.43M ﹤0.01%
16,927
+1,253
1487
$1.43M ﹤0.01%
34,564
+2,191
1488
$1.43M ﹤0.01%
40,145
+2,064
1489
$1.42M ﹤0.01%
34,029
-17,412
1490
$1.42M ﹤0.01%
64,581
+28
1491
$1.42M ﹤0.01%
60,786
+2,440
1492
$1.41M ﹤0.01%
45,730
+32,345
1493
$1.41M ﹤0.01%
6,910
+215
1494
$1.41M ﹤0.01%
64,649
+17,523
1495
$1.4M ﹤0.01%
115,576
-7,955
1496
$1.4M ﹤0.01%
38,240
-4,324
1497
$1.39M ﹤0.01%
98,556
+8,081
1498
$1.39M ﹤0.01%
17,705
-3,107
1499
$1.39M ﹤0.01%
17,399
+240
1500
$1.39M ﹤0.01%
+21,383
58 59
60
61 62