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
1876
$606K ﹤0.01%
29,686
+14,686
1877
$606K ﹤0.01%
13,232
+399
1878
$605K ﹤0.01%
41,895
+646
1879
$605K ﹤0.01%
8,435
-1,789
1880
$604K ﹤0.01%
31,271
+112
1881
$603K ﹤0.01%
+15,818
1882
$603K ﹤0.01%
11,380
+345
1883
$602K ﹤0.01%
10,381
+219
1884
$602K ﹤0.01%
31,070
+4,352
1885
$602K ﹤0.01%
+13,298
1886
$602K ﹤0.01%
36,983
-1,479
1887
$601K ﹤0.01%
49,462
-876
1888
$601K ﹤0.01%
23,961
-87
1889
$600K ﹤0.01%
6,033
-295
1890
$600K ﹤0.01%
11,605
+1,992
1891
$597K ﹤0.01%
8,610
+48
1892
$597K ﹤0.01%
11,943
+4,294
1893
$596K ﹤0.01%
28,359
-226
1894
$594K ﹤0.01%
13,573
-15,492
1895
$592K ﹤0.01%
10,302
+2,422
1896
$592K ﹤0.01%
24,736
+2,178
1897
$592K ﹤0.01%
51,800
-700
1898
$591K ﹤0.01%
3,059
-405
1899
$591K ﹤0.01%
25,570
-1,582
1900
$586K ﹤0.01%
52,258
+2,488
74 75
76
77 78