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
1751
$805K ﹤0.01%
17,025
-8,505
1752
$805K ﹤0.01%
28,737
+2,795
1753
$801K ﹤0.01%
9,698
-967
1754
$798K ﹤0.01%
19,770
+11,539
1755
$798K ﹤0.01%
15,721
-2,777
1756
$796K ﹤0.01%
8,875
+439
1757
$791K ﹤0.01%
62,002
+2,537
1758
$790K ﹤0.01%
16,679
-5,447
1759
$790K ﹤0.01%
22,432
+1,946
1760
$790K ﹤0.01%
+33,116
1761
$789K ﹤0.01%
16,015
+966
1762
$788K ﹤0.01%
11,015
+989
1763
$786K ﹤0.01%
24,949
+4,072
1764
$777K ﹤0.01%
23,625
+9
1765
$776K ﹤0.01%
14,831
+758
1766
$773K ﹤0.01%
25,439
-17
1767
$772K ﹤0.01%
37,373
+4,113
1768
$772K ﹤0.01%
11,948
+468
1769
$772K ﹤0.01%
10,663
-952
1770
$768K ﹤0.01%
9,039
+654
1771
$767K ﹤0.01%
13,066
-77
1772
$766K ﹤0.01%
21,897
+5,397
1773
$764K ﹤0.01%
3,203
+794
1774
$762K ﹤0.01%
7,322
-3,393
1775
$760K ﹤0.01%
8,471
-1,289
69 70
71
72 73