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
2201
$336K ﹤0.01%
4,771
-677
2202
$335K ﹤0.01%
3,812
2203
$333K ﹤0.01%
+4,502
2204
$332K ﹤0.01%
+3,929
2205
$331K ﹤0.01%
6,459
-237
2206
$330K ﹤0.01%
6,338
2207
$329K ﹤0.01%
15,416
-772
2208
$328K ﹤0.01%
6,006
-251
2209
$327K ﹤0.01%
9,534
-257
2210
$327K ﹤0.01%
6,745
-3,516
2211
$326K ﹤0.01%
21,835
-4,481
2212
$326K ﹤0.01%
27,480
+9,973
2213
$326K ﹤0.01%
6,067
2214
$325K ﹤0.01%
2,435
-717
2215
$325K ﹤0.01%
24,399
-1
2216
$324K ﹤0.01%
9,182
-186
2217
$323K ﹤0.01%
+1,769
2218
$323K ﹤0.01%
+9,310
2219
$321K ﹤0.01%
20,019
-3,281
2220
$321K ﹤0.01%
4,769
+477
2221
$320K ﹤0.01%
2,981
-7
2222
$320K ﹤0.01%
18,297
-749
2223
$320K ﹤0.01%
21,625
-2,007
2224
$320K ﹤0.01%
11,947
-66
2225
$320K ﹤0.01%
3,566
+355
87 88
89
90 91