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
1526
$1.3M ﹤0.01%
9,411
+343
1527
$1.29M ﹤0.01%
13,400
-1,849
1528
$1.29M ﹤0.01%
25,478
+2,196
1529
$1.29M ﹤0.01%
44,960
+16,805
1530
$1.29M ﹤0.01%
11,827
-750
1531
$1.29M ﹤0.01%
27,937
+2,886
1532
$1.28M ﹤0.01%
39,405
+13,000
1533
$1.27M ﹤0.01%
66,150
+9,913
1534
$1.26M ﹤0.01%
5,947
+225
1535
$1.26M ﹤0.01%
35,090
1536
$1.26M ﹤0.01%
17,042
-3
1537
$1.26M ﹤0.01%
25,065
-1,268
1538
$1.25M ﹤0.01%
8,957
+254
1539
$1.25M ﹤0.01%
15,263
-4,946
1540
$1.25M ﹤0.01%
6,227
-508
1541
$1.24M ﹤0.01%
9,944
-170
1542
$1.24M ﹤0.01%
8,716
+114
1543
$1.24M ﹤0.01%
5,346
+1,121
1544
$1.24M ﹤0.01%
9,739
+844
1545
$1.23M ﹤0.01%
18,460
-15,114
1546
$1.23M ﹤0.01%
24,349
+4,960
1547
$1.23M ﹤0.01%
+8,497
1548
$1.23M ﹤0.01%
34,137
+8,409
1549
$1.22M ﹤0.01%
14,716
+1,601
1550
$1.22M ﹤0.01%
32,744
+591
60 61
62
63 64