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
2051
$448K ﹤0.01%
2,576
+70
2052
$447K ﹤0.01%
9,184
-297
2053
$446K ﹤0.01%
8,122
-604
2054
$445K ﹤0.01%
+16,057
2055
$442K ﹤0.01%
12,939
2056
$441K ﹤0.01%
+5,313
2057
$440K ﹤0.01%
20,821
-276
2058
$439K ﹤0.01%
17,634
+783
2059
$438K ﹤0.01%
+8,441
2060
$436K ﹤0.01%
+23,026
2061
$434K ﹤0.01%
8,665
-6,649
2062
$434K ﹤0.01%
14,844
-760
2063
$433K ﹤0.01%
+14,828
2064
$432K ﹤0.01%
2,379
+124
2065
$431K ﹤0.01%
276,222
+29,253
2066
$430K ﹤0.01%
3,804
+917
2067
$430K ﹤0.01%
4,492
+414
2068
$430K ﹤0.01%
+8,486
2069
$429K ﹤0.01%
+53,439
2070
$429K ﹤0.01%
18,003
+726
2071
$428K ﹤0.01%
3,827
-3,344
2072
$427K ﹤0.01%
18,478
+2,827
2073
$427K ﹤0.01%
8,622
+137
2074
$427K ﹤0.01%
5,436
+99
2075
$426K ﹤0.01%
14,373
-52,899
81 82
83
84 85