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
1851
$636K ﹤0.01%
18,535
+7,528
1852
$635K ﹤0.01%
7,700
+550
1853
$633K ﹤0.01%
25,050
+2,913
1854
$630K ﹤0.01%
20,631
-1,247
1855
$630K ﹤0.01%
4,870
-8
1856
$629K ﹤0.01%
8,771
+333
1857
$627K ﹤0.01%
3,590
+152
1858
$626K ﹤0.01%
9,724
-2,859
1859
$625K ﹤0.01%
+4,836
1860
$623K ﹤0.01%
14,493
+1,650
1861
$622K ﹤0.01%
8,076
+260
1862
$621K ﹤0.01%
6,936
+232
1863
$621K ﹤0.01%
10,265
+2,833
1864
$619K ﹤0.01%
35,170
+4,138
1865
$618K ﹤0.01%
35,620
+8,848
1866
$618K ﹤0.01%
14,090
+341
1867
$617K ﹤0.01%
13,650
-232
1868
$617K ﹤0.01%
17,412
-39,404
1869
$616K ﹤0.01%
7,553
+257
1870
$615K ﹤0.01%
12,098
-1,334
1871
$612K ﹤0.01%
23,708
+1,100
1872
$610K ﹤0.01%
10,528
-3,223
1873
$610K ﹤0.01%
12,232
-5,452
1874
$609K ﹤0.01%
14,946
-55
1875
$606K ﹤0.01%
+9,035
73 74
75
76 77