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
2101
$408K ﹤0.01%
18,938
-4,532
2102
$407K ﹤0.01%
7,590
-208
2103
$407K ﹤0.01%
12,772
-2,771
2104
$407K ﹤0.01%
5,641
-1,014
2105
$406K ﹤0.01%
12,075
-273
2106
$406K ﹤0.01%
+11,050
2107
$405K ﹤0.01%
7,745
-674
2108
$404K ﹤0.01%
31,897
-1,316
2109
$403K ﹤0.01%
+6,679
2110
$403K ﹤0.01%
30,866
2111
$401K ﹤0.01%
17,264
+2,811
2112
$400K ﹤0.01%
16,055
-824
2113
$400K ﹤0.01%
2,651
+403
2114
$398K ﹤0.01%
1,289
-125
2115
$398K ﹤0.01%
22,492
+2,768
2116
$398K ﹤0.01%
5,934
+35
2117
$398K ﹤0.01%
7,434
-679
2118
$396K ﹤0.01%
10,394
-833
2119
$396K ﹤0.01%
9,366
+2,375
2120
$395K ﹤0.01%
3,156
+46
2121
$393K ﹤0.01%
5,299
+2,532
2122
$392K ﹤0.01%
12,819
-427
2123
$391K ﹤0.01%
+9,429
2124
$390K ﹤0.01%
13,450
2125
$389K ﹤0.01%
4,485
+64
83 84
85
86 87