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
1551
$1.22M ﹤0.01%
28,356
-1,053
1552
$1.21M ﹤0.01%
13,339
+77
1553
$1.21M ﹤0.01%
93,116
-4,086
1554
$1.21M ﹤0.01%
31,492
+6,920
1555
$1.2M ﹤0.01%
35,982
-574
1556
$1.2M ﹤0.01%
21,784
-954
1557
$1.2M ﹤0.01%
219,966
1558
$1.2M ﹤0.01%
4,393
-31
1559
$1.19M ﹤0.01%
82,250
+2,250
1560
$1.18M ﹤0.01%
13,291
+2,094
1561
$1.18M ﹤0.01%
21,877
+2,390
1562
$1.17M ﹤0.01%
20,679
+731
1563
$1.17M ﹤0.01%
59,240
+3,676
1564
$1.17M ﹤0.01%
14,970
-1,711
1565
$1.17M ﹤0.01%
100,000
1566
$1.17M ﹤0.01%
15,545
-1,245
1567
$1.17M ﹤0.01%
72,813
+13,417
1568
$1.17M ﹤0.01%
41,493
-601
1569
$1.16M ﹤0.01%
51,704
-2,541
1570
$1.16M ﹤0.01%
13,339
-468
1571
$1.16M ﹤0.01%
47,016
-2,200
1572
$1.16M ﹤0.01%
+23,211
1573
$1.15M ﹤0.01%
45,291
+10
1574
$1.15M ﹤0.01%
938
+4
1575
$1.15M ﹤0.01%
10,960
+271
61 62
63
64 65