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
2226
$319K ﹤0.01%
9,590
+381
2227
$318K ﹤0.01%
+5,540
2228
$318K ﹤0.01%
102,483
+10,279
2229
$317K ﹤0.01%
26,450
+600
2230
$316K ﹤0.01%
+25,379
2231
$315K ﹤0.01%
2,394
-114
2232
$315K ﹤0.01%
+3,005
2233
$315K ﹤0.01%
20,356
-2,542
2234
$315K ﹤0.01%
+4,812
2235
$315K ﹤0.01%
6,640
+71
2236
$314K ﹤0.01%
12,262
+3,059
2237
$314K ﹤0.01%
+6,050
2238
$313K ﹤0.01%
6,846
+584
2239
$313K ﹤0.01%
12,526
2240
$312K ﹤0.01%
1,808
-8
2241
$312K ﹤0.01%
5,586
-158
2242
$312K ﹤0.01%
7,129
-1,857
2243
$312K ﹤0.01%
1,881
+390
2244
$311K ﹤0.01%
7,412
-147
2245
$311K ﹤0.01%
+12,402
2246
$311K ﹤0.01%
+8,440
2247
$310K ﹤0.01%
3,296
-245
2248
$309K ﹤0.01%
+6,313
2249
$309K ﹤0.01%
1,025
-82
2250
$308K ﹤0.01%
27,832
88 89
90
91 92