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
1676
$920K ﹤0.01%
8,299
+667
1677
$919K ﹤0.01%
19,755
-1,339
1678
$913K ﹤0.01%
47,341
+10,884
1679
$913K ﹤0.01%
8,741
-850
1680
$910K ﹤0.01%
20,849
+4,342
1681
$909K ﹤0.01%
44,872
-831
1682
$908K ﹤0.01%
21,615
+5,702
1683
$908K ﹤0.01%
29,100
+2,324
1684
$905K ﹤0.01%
22,688
-4,054
1685
$905K ﹤0.01%
8,190
+4,964
1686
$904K ﹤0.01%
17,187
-28,440
1687
$903K ﹤0.01%
20,484
-1,992
1688
$902K ﹤0.01%
21,239
+197
1689
$902K ﹤0.01%
22,956
+364
1690
$902K ﹤0.01%
24,581
1691
$899K ﹤0.01%
61,425
-3,712
1692
$898K ﹤0.01%
9,759
-391
1693
$897K ﹤0.01%
39,664
+189
1694
$896K ﹤0.01%
78,502
+67,272
1695
$894K ﹤0.01%
72,768
+8,553
1696
$894K ﹤0.01%
20,380
+10,458
1697
$893K ﹤0.01%
9,850
+4,671
1698
$893K ﹤0.01%
72,189
+18,558
1699
$892K ﹤0.01%
16,178
1700
$889K ﹤0.01%
12,195
+120
66 67
68
69 70