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
1651
$973K ﹤0.01%
19,247
+5,442
1652
$972K ﹤0.01%
28,440
+1,702
1653
$969K ﹤0.01%
10,407
-106
1654
$969K ﹤0.01%
27,466
+3,127
1655
$964K ﹤0.01%
38,294
-1,936
1656
$956K ﹤0.01%
15,571
-270
1657
$951K ﹤0.01%
8,670
+1
1658
$949K ﹤0.01%
24,588
+11,827
1659
$946K ﹤0.01%
15,814
1660
$943K ﹤0.01%
53,947
+5,917
1661
$943K ﹤0.01%
17,967
+6,965
1662
$942K ﹤0.01%
19,684
+1,069
1663
$940K ﹤0.01%
10,835
+6
1664
$939K ﹤0.01%
6,398
-572
1665
$939K ﹤0.01%
31,515
-9,758
1666
$938K ﹤0.01%
14,973
-2,433
1667
$938K ﹤0.01%
18,401
+1,907
1668
$936K ﹤0.01%
17,690
-2,878
1669
$936K ﹤0.01%
9,343
+4,166
1670
$927K ﹤0.01%
43,899
+3,014
1671
$926K ﹤0.01%
50,788
+1,737
1672
$925K ﹤0.01%
93,469
-15,199
1673
$924K ﹤0.01%
30,741
-3,155
1674
$921K ﹤0.01%
45,857
-29,891
1675
$920K ﹤0.01%
15,389
+929
65 66
67
68 69