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
1726
$838K ﹤0.01%
22,605
-89
1727
$838K ﹤0.01%
23,434
+792
1728
$837K ﹤0.01%
52,073
+11,878
1729
$837K ﹤0.01%
23,790
-1,429
1730
$836K ﹤0.01%
2,993
-9
1731
$835K ﹤0.01%
29,213
-914
1732
$835K ﹤0.01%
+6,743
1733
$835K ﹤0.01%
27,527
+1,368
1734
$835K ﹤0.01%
6,308
+559
1735
$833K ﹤0.01%
33,680
-6,925
1736
$833K ﹤0.01%
6,650
+2,423
1737
$831K ﹤0.01%
17,937
+525
1738
$827K ﹤0.01%
22,231
-144
1739
$826K ﹤0.01%
4,572
-4,493
1740
$824K ﹤0.01%
26,139
+4,813
1741
$821K ﹤0.01%
96,032
-6,940
1742
$820K ﹤0.01%
18,680
-11,770
1743
$819K ﹤0.01%
26,717
+191
1744
$815K ﹤0.01%
11,053
+84
1745
$812K ﹤0.01%
64,957
1746
$812K ﹤0.01%
18,901
+81
1747
$810K ﹤0.01%
19,376
+3,597
1748
$810K ﹤0.01%
5,557
+252
1749
$809K ﹤0.01%
10,756
-1,020
1750
$807K ﹤0.01%
31,345
-684
68 69
70
71 72