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
1901
$585K ﹤0.01%
7,190
-27
1902
$584K ﹤0.01%
2,256
+154
1903
$583K ﹤0.01%
5,447
-332
1904
$583K ﹤0.01%
24,727
-179
1905
$582K ﹤0.01%
7,640
+687
1906
$580K ﹤0.01%
17,770
+5,461
1907
$580K ﹤0.01%
19,637
-146
1908
$578K ﹤0.01%
12,500
-9,547
1909
$578K ﹤0.01%
+17,572
1910
$577K ﹤0.01%
9,551
-2,576
1911
$576K ﹤0.01%
10,839
-3,776
1912
$575K ﹤0.01%
5,388
-3,221
1913
$573K ﹤0.01%
29,824
-1,839
1914
$572K ﹤0.01%
10,949
-1,530
1915
$572K ﹤0.01%
30,257
-158
1916
$569K ﹤0.01%
9,109
-397
1917
$569K ﹤0.01%
+19,794
1918
$567K ﹤0.01%
16,404
+439
1919
$567K ﹤0.01%
6,003
+276
1920
$565K ﹤0.01%
33,107
-272
1921
$564K ﹤0.01%
2,651
+188
1922
$564K ﹤0.01%
6,521
-22
1923
$561K ﹤0.01%
9,284
+3,210
1924
$561K ﹤0.01%
20,855
-974
1925
$560K ﹤0.01%
34,169
+628
75 76
77
78 79