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
2076
$425K ﹤0.01%
19,594
+4,101
2077
$425K ﹤0.01%
3,534
+458
2078
$424K ﹤0.01%
6,767
-2,995
2079
$423K ﹤0.01%
153,940
-35,598
2080
$421K ﹤0.01%
15,217
+4,153
2081
$421K ﹤0.01%
4,061
-141
2082
$420K ﹤0.01%
2,405
-242
2083
$420K ﹤0.01%
5,052
-1,048
2084
$419K ﹤0.01%
15,292
+2,551
2085
$419K ﹤0.01%
14,089
+3,939
2086
$417K ﹤0.01%
9,043
+1,906
2087
$416K ﹤0.01%
8,755
-24
2088
$415K ﹤0.01%
4,785
+790
2089
$415K ﹤0.01%
12,344
-75
2090
$413K ﹤0.01%
21,201
+2,221
2091
$413K ﹤0.01%
17,270
+1,575
2092
$413K ﹤0.01%
53,450
+24,886
2093
$413K ﹤0.01%
7,188
-470
2094
$412K ﹤0.01%
15,185
-88
2095
$411K ﹤0.01%
9,455
+3,280
2096
$411K ﹤0.01%
16,831
+41
2097
$410K ﹤0.01%
6,506
-14,891
2098
$409K ﹤0.01%
6,865
-121
2099
$408K ﹤0.01%
12,235
-2,863
2100
$408K ﹤0.01%
4,723
+73
82 83
84
85 86