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
1826
$660K ﹤0.01%
13,097
+6,834
1827
$660K ﹤0.01%
2,620
-1,373
1828
$655K ﹤0.01%
12,382
-413
1829
$655K ﹤0.01%
5,410
+103
1830
$654K ﹤0.01%
12,526
-97
1831
$654K ﹤0.01%
39,193
+3,012
1832
$652K ﹤0.01%
5,134
+281
1833
$652K ﹤0.01%
7,680
-1,304
1834
$649K ﹤0.01%
5,318
+93
1835
$649K ﹤0.01%
16,991
+231
1836
$649K ﹤0.01%
38,784
+15,058
1837
$649K ﹤0.01%
23,768
+1,069
1838
$645K ﹤0.01%
13,096
+5,561
1839
$645K ﹤0.01%
11,952
+4,024
1840
$644K ﹤0.01%
23,686
1841
$643K ﹤0.01%
3,741
-5,942
1842
$643K ﹤0.01%
13,427
+1,075
1843
$643K ﹤0.01%
8,864
-240
1844
$643K ﹤0.01%
10,820
-3,828
1845
$643K ﹤0.01%
2,530
+391
1846
$643K ﹤0.01%
+22,075
1847
$641K ﹤0.01%
+38,790
1848
$640K ﹤0.01%
23,650
1849
$638K ﹤0.01%
40,463
+1,066
1850
$638K ﹤0.01%
19,224
-19,999
72 73
74
75 76