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
2026
$472K ﹤0.01%
9,806
+1,703
2027
$470K ﹤0.01%
10,693
+1,803
2028
$469K ﹤0.01%
4,663
-1,504
2029
$469K ﹤0.01%
18,658
+1,401
2030
$469K ﹤0.01%
13,085
2031
$468K ﹤0.01%
+13,435
2032
$466K ﹤0.01%
+14,756
2033
$466K ﹤0.01%
+10,502
2034
$466K ﹤0.01%
+3,390
2035
$463K ﹤0.01%
89,812
+2,950
2036
$463K ﹤0.01%
5,812
+26
2037
$462K ﹤0.01%
2,932
+207
2038
$461K ﹤0.01%
2,956
-10
2039
$461K ﹤0.01%
19,237
-3,279
2040
$460K ﹤0.01%
28,224
-7,397
2041
$460K ﹤0.01%
23,631
+11,845
2042
$459K ﹤0.01%
15,948
+4,460
2043
$457K ﹤0.01%
5,231
+865
2044
$455K ﹤0.01%
2,302
-78
2045
$454K ﹤0.01%
1,796
-113
2046
$453K ﹤0.01%
3,883
+1,279
2047
$453K ﹤0.01%
8,016
-157
2048
$451K ﹤0.01%
6,115
+505
2049
$450K ﹤0.01%
4,775
-110
2050
$448K ﹤0.01%
49,229
-8,705
80 81
82
83 84