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
1951
$535K ﹤0.01%
4,367
-1,472
1952
$535K ﹤0.01%
+500,000
1953
$534K ﹤0.01%
9,522
+339
1954
$534K ﹤0.01%
4,066
1955
$533K ﹤0.01%
51,014
+14,358
1956
$533K ﹤0.01%
+21,737
1957
$532K ﹤0.01%
23,371
-652
1958
$532K ﹤0.01%
17,771
1959
$532K ﹤0.01%
6,851
-6
1960
$532K ﹤0.01%
13,760
+250
1961
$530K ﹤0.01%
32,366
+1,910
1962
$530K ﹤0.01%
9,459
+469
1963
$526K ﹤0.01%
5,772
-558
1964
$525K ﹤0.01%
20,496
+5,990
1965
$524K ﹤0.01%
22,675
-2,900
1966
$524K ﹤0.01%
5,675
+1,943
1967
$524K ﹤0.01%
15,378
-74
1968
$522K ﹤0.01%
200,000
1969
$522K ﹤0.01%
17,152
-56
1970
$522K ﹤0.01%
18,699
-833
1971
$522K ﹤0.01%
12,664
1972
$522K ﹤0.01%
41,813
-2,512
1973
$520K ﹤0.01%
12,510
-167
1974
$520K ﹤0.01%
14,007
-313
1975
$519K ﹤0.01%
+6,794
77 78
79
80 81