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
2151
$368K ﹤0.01%
7,990
+2,130
2152
$368K ﹤0.01%
5,609
-720
2153
$368K ﹤0.01%
5,540
+175
2154
$367K ﹤0.01%
4,610
+600
2155
$366K ﹤0.01%
15,750
-85
2156
$365K ﹤0.01%
16,689
+1,160
2157
$364K ﹤0.01%
17,291
+168
2158
$362K ﹤0.01%
8,259
2159
$361K ﹤0.01%
8,090
+1,920
2160
$361K ﹤0.01%
9,008
-1,065
2161
$361K ﹤0.01%
+7,825
2162
$360K ﹤0.01%
2,273
+190
2163
$360K ﹤0.01%
11,607
-5,644
2164
$359K ﹤0.01%
3,576
+111
2165
$358K ﹤0.01%
27,757
+3,273
2166
$358K ﹤0.01%
1,869
-687
2167
$358K ﹤0.01%
19,697
+2,148
2168
$357K ﹤0.01%
3,600
2169
$357K ﹤0.01%
6,893
-80
2170
$356K ﹤0.01%
23,620
-10,748
2171
$356K ﹤0.01%
37,602
+1,187
2172
$353K ﹤0.01%
7,538
+9
2173
$353K ﹤0.01%
3,484
-94
2174
$352K ﹤0.01%
27,000
2175
$352K ﹤0.01%
34,640
85 86
87
88 89