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
2176
$351K ﹤0.01%
26,676
+4,388
2177
$351K ﹤0.01%
+22,834
2178
$350K ﹤0.01%
94,195
+5,094
2179
$349K ﹤0.01%
12,819
+775
2180
$349K ﹤0.01%
4,363
+1,737
2181
$349K ﹤0.01%
1,764
+173
2182
$348K ﹤0.01%
+4,143
2183
$348K ﹤0.01%
+17,234
2184
$347K ﹤0.01%
34,731
+4,473
2185
$347K ﹤0.01%
10,031
-838
2186
$346K ﹤0.01%
23,637
-175
2187
$345K ﹤0.01%
5,531
-375
2188
$345K ﹤0.01%
31,157
2189
$344K ﹤0.01%
+18,559
2190
$343K ﹤0.01%
+9,139
2191
$341K ﹤0.01%
30,028
-975
2192
$340K ﹤0.01%
5,934
+147
2193
$340K ﹤0.01%
17,496
2194
$339K ﹤0.01%
1,092
-72
2195
$338K ﹤0.01%
+3,877
2196
$338K ﹤0.01%
6,800
-900
2197
$338K ﹤0.01%
+3,622
2198
$337K ﹤0.01%
7,034
-533
2199
$337K ﹤0.01%
+4,036
2200
$336K ﹤0.01%
2,711
-21
86 87
88
89 90