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
1626
$1.01M ﹤0.01%
18,490
-135
1627
$1.01M ﹤0.01%
16,833
-2,062
1628
$1.01M ﹤0.01%
13,898
-215
1629
$1.01M ﹤0.01%
7,620
+215
1630
$1.01M ﹤0.01%
9,666
+182
1631
$1.01M ﹤0.01%
4,609
-833
1632
$1.01M ﹤0.01%
3,966
-457
1633
$1M ﹤0.01%
16,855
-716
1634
$1M ﹤0.01%
34,886
+896
1635
$1M ﹤0.01%
15,488
-2,925
1636
$1M ﹤0.01%
58,954
-934
1637
$998K ﹤0.01%
38,396
+2,838
1638
$992K ﹤0.01%
8,874
+40
1639
$989K ﹤0.01%
6,991
+1,576
1640
$988K ﹤0.01%
24,801
-1,062
1641
$988K ﹤0.01%
27,876
+1,757
1642
$987K ﹤0.01%
47,415
+2,065
1643
$986K ﹤0.01%
+25,969
1644
$985K ﹤0.01%
25,857
1645
$985K ﹤0.01%
9,361
-704
1646
$982K ﹤0.01%
9,883
-1,155
1647
$981K ﹤0.01%
13,194
+1,207
1648
$978K ﹤0.01%
22,113
+13
1649
$975K ﹤0.01%
9,390
-419
1650
$974K ﹤0.01%
3,657
-93
64 65
66
67 68