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
1926
$560K ﹤0.01%
16,373
-127
1927
$559K ﹤0.01%
9,090
+203
1928
$557K ﹤0.01%
42,969
+11,837
1929
$556K ﹤0.01%
6,494
+131
1930
$555K ﹤0.01%
6,784
+268
1931
$554K ﹤0.01%
18,888
+11,756
1932
$554K ﹤0.01%
30,894
-2,552
1933
$553K ﹤0.01%
11,639
+189
1934
$553K ﹤0.01%
14,747
+213
1935
$552K ﹤0.01%
8,528
-1,241
1936
$551K ﹤0.01%
4,711
+336
1937
$550K ﹤0.01%
28,392
+12,586
1938
$550K ﹤0.01%
25,777
-11,064
1939
$550K ﹤0.01%
14,322
1940
$546K ﹤0.01%
21,440
+5,800
1941
$546K ﹤0.01%
5,021
-1,865
1942
$545K ﹤0.01%
7,976
-981
1943
$544K ﹤0.01%
13,439
-109
1944
$543K ﹤0.01%
13,968
+3,551
1945
$542K ﹤0.01%
21,570
1946
$540K ﹤0.01%
49,733
+8,206
1947
$540K ﹤0.01%
9,477
-1,034
1948
$539K ﹤0.01%
7,061
+1,431
1949
$539K ﹤0.01%
11,033
+805
1950
$537K ﹤0.01%
10,999
-621
76 77
78
79 80