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
1701
$885K ﹤0.01%
17,626
+2,469
1702
$884K ﹤0.01%
61,115
+2,331
1703
$883K ﹤0.01%
40,937
+24,065
1704
$881K ﹤0.01%
20,114
-143
1705
$879K ﹤0.01%
28,385
+3,431
1706
$872K ﹤0.01%
16,485
-118
1707
$869K ﹤0.01%
12,736
-226
1708
$869K ﹤0.01%
5,205
-15
1709
$868K ﹤0.01%
24,285
+1,610
1710
$868K ﹤0.01%
21,304
-2,692
1711
$868K ﹤0.01%
24,310
+1,634
1712
$866K ﹤0.01%
7,218
+1,055
1713
$863K ﹤0.01%
19,712
+2,756
1714
$863K ﹤0.01%
+29,805
1715
$861K ﹤0.01%
4,214
-572
1716
$860K ﹤0.01%
27,708
+4,147
1717
$859K ﹤0.01%
15,442
-2,229
1718
$858K ﹤0.01%
37,702
-13,251
1719
$858K ﹤0.01%
13,108
-55,729
1720
$854K ﹤0.01%
20,768
+230
1721
$853K ﹤0.01%
+28,861
1722
$848K ﹤0.01%
20,093
+1,093
1723
$846K ﹤0.01%
8,543
+116
1724
$846K ﹤0.01%
20,902
-6
1725
$841K ﹤0.01%
18,894
-566
67 68
69
70 71