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
1776
$759K ﹤0.01%
10,639
+621
1777
$757K ﹤0.01%
+4,653
1778
$754K ﹤0.01%
13,240
+187
1779
$754K ﹤0.01%
18,320
+24
1780
$753K ﹤0.01%
19,783
+3,295
1781
$752K ﹤0.01%
25,029
+3,914
1782
$750K ﹤0.01%
11,667
-673
1783
$749K ﹤0.01%
32,203
+36
1784
$748K ﹤0.01%
17,580
-1,160
1785
$747K ﹤0.01%
10,645
-119
1786
$741K ﹤0.01%
46,618
+3,417
1787
$740K ﹤0.01%
8,859
-1,040
1788
$740K ﹤0.01%
16,825
-511
1789
$739K ﹤0.01%
20,960
-246
1790
$737K ﹤0.01%
10,317
+2,237
1791
$736K ﹤0.01%
14,071
-819
1792
$736K ﹤0.01%
12,253
-6,943
1793
$731K ﹤0.01%
12,842
+40
1794
$730K ﹤0.01%
18,578
-4
1795
$730K ﹤0.01%
21,064
-2,807
1796
$730K ﹤0.01%
5,688
-3,173
1797
$728K ﹤0.01%
20,144
+3,002
1798
$727K ﹤0.01%
8,673
-2,305
1799
$726K ﹤0.01%
12,508
-818
1800
$724K ﹤0.01%
11,085
-1,247
70 71
72
73 74