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
1976
$518K ﹤0.01%
12,810
+99
1977
$518K ﹤0.01%
90,068
-134,402
1978
$517K ﹤0.01%
17,904
-9,920
1979
$517K ﹤0.01%
35,218
-4,326
1980
$517K ﹤0.01%
56,439
-857
1981
$515K ﹤0.01%
23,273
+302
1982
$515K ﹤0.01%
14,170
+5,494
1983
$514K ﹤0.01%
8,534
-1,755
1984
$514K ﹤0.01%
20,802
+1,082
1985
$513K ﹤0.01%
6,417
+1
1986
$512K ﹤0.01%
13,029
+768
1987
$511K ﹤0.01%
2,251
-35
1988
$509K ﹤0.01%
+7,827
1989
$509K ﹤0.01%
20,665
+1,653
1990
$508K ﹤0.01%
+5,432
1991
$506K ﹤0.01%
7,633
-1,239
1992
$506K ﹤0.01%
+3,995
1993
$506K ﹤0.01%
8,913
-730
1994
$505K ﹤0.01%
18,312
+172
1995
$504K ﹤0.01%
23,122
-5,191
1996
$503K ﹤0.01%
9,309
+1,154
1997
$502K ﹤0.01%
34,558
+15,057
1998
$500K ﹤0.01%
6,266
+2,479
1999
$498K ﹤0.01%
20,158
-8,833
2000
$497K ﹤0.01%
15,846
-122
78 79
80
81 82