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
1601
$1.07M ﹤0.01%
25,923
+3,631
1602
$1.07M ﹤0.01%
37,335
+13,540
1603
$1.06M ﹤0.01%
55,157
+3,188
1604
$1.06M ﹤0.01%
16,344
-1,259
1605
$1.06M ﹤0.01%
5,484
+725
1606
$1.06M ﹤0.01%
15,095
+6,773
1607
$1.05M ﹤0.01%
36,732
-1,075
1608
$1.05M ﹤0.01%
16,351
-108
1609
$1.05M ﹤0.01%
+45,252
1610
$1.05M ﹤0.01%
24,522
+1,363
1611
$1.05M ﹤0.01%
12,363
-120
1612
$1.05M ﹤0.01%
4,946
-1,607
1613
$1.05M ﹤0.01%
11,863
-2,155
1614
$1.04M ﹤0.01%
16,638
-879
1615
$1.04M ﹤0.01%
6,697
-2,601
1616
$1.04M ﹤0.01%
31,788
+21,044
1617
$1.04M ﹤0.01%
4,982
-1,281
1618
$1.03M ﹤0.01%
41,708
-1,338
1619
$1.03M ﹤0.01%
67,159
-15,270
1620
$1.03M ﹤0.01%
35,324
-1,697
1621
$1.03M ﹤0.01%
19,452
-11,377
1622
$1.03M ﹤0.01%
80,350
+3,461
1623
$1.02M ﹤0.01%
6,144
+178
1624
$1.02M ﹤0.01%
+13,480
1625
$1.02M ﹤0.01%
24,180
-6,246
63 64
65
66 67