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
2126
$389K ﹤0.01%
2,876
-152
2127
$388K ﹤0.01%
16,583
+16
2128
$388K ﹤0.01%
15,568
+731
2129
$388K ﹤0.01%
7,756
-8,188
2130
$388K ﹤0.01%
19,062
-1,453
2131
$387K ﹤0.01%
10,377
+2,149
2132
$385K ﹤0.01%
6,823
+1,740
2133
$385K ﹤0.01%
12,192
+20
2134
$385K ﹤0.01%
326,200
+76,200
2135
$384K ﹤0.01%
5,778
+622
2136
$383K ﹤0.01%
7,810
-548
2137
$383K ﹤0.01%
18,336
+7,906
2138
$383K ﹤0.01%
15,918
+233
2139
$379K ﹤0.01%
9,501
-25
2140
$377K ﹤0.01%
11,132
+743
2141
$376K ﹤0.01%
15,563
-743
2142
$375K ﹤0.01%
11,144
-244
2143
$374K ﹤0.01%
+2,259
2144
$373K ﹤0.01%
31,940
2145
$373K ﹤0.01%
15,350
-226
2146
$372K ﹤0.01%
10,528
-1,709
2147
$371K ﹤0.01%
4,328
-657
2148
$370K ﹤0.01%
27,627
2149
$369K ﹤0.01%
11,083
-349
2150
$368K ﹤0.01%
17,517
+4,825
84 85
86
87 88