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
176
$75.6M 0.1%
168,940
-91,632
177
$75.2M 0.1%
1,237,540
+82,928
178
$75.1M 0.1%
519,643
-14,212
179
$75M 0.1%
125,891
+3,052
180
$74.7M 0.1%
2,236,051
+56,550
181
$73.2M 0.1%
2,871,315
-23,328
182
$73M 0.1%
148,854
-3,735
183
$72.5M 0.1%
591,739
-44,671
184
$72.1M 0.1%
1,543,452
-68,561
185
$71.9M 0.1%
155,130
-13,305
186
$71.7M 0.1%
238,255
+14,691
187
$70.7M 0.1%
327,412
+7,644
188
$70.1M 0.1%
481,167
-39,353
189
$69.8M 0.09%
824,635
+29,614
190
$69.7M 0.09%
209,647
+1,385
191
$68.5M 0.09%
1,156,980
+175,446
192
$68.2M 0.09%
338,416
-22,730
193
$66.6M 0.09%
1,131,010
+18,824
194
$66.5M 0.09%
701,651
-37,393
195
$66.4M 0.09%
380,101
+6,854
196
$66.3M 0.09%
222,230
+9,955
197
$65.7M 0.09%
218,782
-7,111
198
$65.5M 0.09%
1,090,954
+64,256
199
$65.5M 0.09%
1,327,603
+8,235
200
$64.8M 0.09%
131,942
-6,649
6 7
8
9 10