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
1801
$722K ﹤0.01%
15,960
-3,463
1802
$720K ﹤0.01%
7,295
-735
1803
$718K ﹤0.01%
25,621
-446
1804
$710K ﹤0.01%
5,927
-1,815
1805
$709K ﹤0.01%
31,825
-948
1806
$706K ﹤0.01%
37,539
-140
1807
$705K ﹤0.01%
44,253
+29,154
1808
$703K ﹤0.01%
11,990
+1,558
1809
$698K ﹤0.01%
65,708
+5,091
1810
$695K ﹤0.01%
10,925
+133
1811
$694K ﹤0.01%
4,438
-2,818
1812
$694K ﹤0.01%
81,461
-3,537
1813
$694K ﹤0.01%
55,100
+5,100
1814
$693K ﹤0.01%
22,462
-2,286
1815
$693K ﹤0.01%
48,015
-4,670
1816
$691K ﹤0.01%
9,300
+1,209
1817
$691K ﹤0.01%
19,341
+37
1818
$677K ﹤0.01%
4,880
+3,039
1819
$675K ﹤0.01%
11,870
-434
1820
$674K ﹤0.01%
32,456
-1,039
1821
$673K ﹤0.01%
8,112
+707
1822
$672K ﹤0.01%
96,250
1823
$671K ﹤0.01%
173,501
-54,651
1824
$668K ﹤0.01%
28,477
+6,886
1825
$666K ﹤0.01%
15,721
-1,982
71 72
73
74 75