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
1501
$1.38M ﹤0.01%
130,688
-3,022
1502
$1.38M ﹤0.01%
6,920
+105
1503
$1.38M ﹤0.01%
118,885
+63,481
1504
$1.38M ﹤0.01%
26,110
+919
1505
$1.38M ﹤0.01%
70,417
+6,297
1506
$1.37M ﹤0.01%
17,364
+402
1507
$1.36M ﹤0.01%
26,247
+5,707
1508
$1.34M ﹤0.01%
25,689
+1,312
1509
$1.34M ﹤0.01%
12,811
-547
1510
$1.34M ﹤0.01%
23,224
+2,860
1511
$1.34M ﹤0.01%
36,017
+28,123
1512
$1.34M ﹤0.01%
21,708
+4,145
1513
$1.33M ﹤0.01%
26,180
+3,017
1514
$1.33M ﹤0.01%
4,745
+884
1515
$1.33M ﹤0.01%
5,421
+3,282
1516
$1.33M ﹤0.01%
292,472
+13,157
1517
$1.33M ﹤0.01%
24,513
+2,462
1518
$1.33M ﹤0.01%
6,291
-323
1519
$1.32M ﹤0.01%
9,832
-4,290
1520
$1.32M ﹤0.01%
61,223
+9,114
1521
$1.31M ﹤0.01%
27,415
-1,251
1522
$1.31M ﹤0.01%
21,741
+14,316
1523
$1.31M ﹤0.01%
46,294
+5,110
1524
$1.3M ﹤0.01%
93,839
+7,602
1525
$1.3M ﹤0.01%
3,826
+1,046
59 60
61
62 63