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
1576
$1.15M ﹤0.01%
4,280
+132
1577
$1.15M ﹤0.01%
12,142
-546
1578
$1.14M ﹤0.01%
23,585
+1,361
1579
$1.14M ﹤0.01%
100,207
+2,624
1580
$1.14M ﹤0.01%
23,609
-9,295
1581
$1.13M ﹤0.01%
56,548
-17,988
1582
$1.13M ﹤0.01%
62,551
+44,533
1583
$1.13M ﹤0.01%
4,329
-1,055
1584
$1.12M ﹤0.01%
140
-22
1585
$1.12M ﹤0.01%
91,112
+5,050
1586
$1.12M ﹤0.01%
27,710
-1,576
1587
$1.12M ﹤0.01%
32,800
1588
$1.12M ﹤0.01%
68,880
-1,544
1589
$1.12M ﹤0.01%
23,111
+824
1590
$1.11M ﹤0.01%
22,225
+344
1591
$1.11M ﹤0.01%
14,520
-23,358
1592
$1.1M ﹤0.01%
24,473
+389
1593
$1.1M ﹤0.01%
+30,212
1594
$1.1M ﹤0.01%
15,162
+657
1595
$1.09M ﹤0.01%
+24,996
1596
$1.09M ﹤0.01%
19,928
+3,624
1597
$1.09M ﹤0.01%
10,739
+683
1598
$1.08M ﹤0.01%
3,928
+43
1599
$1.08M ﹤0.01%
38,120
1600
$1.08M ﹤0.01%
25,428
-1,621
62 63
64
65 66