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
2251
$306K ﹤0.01%
63,977
+846
2252
$305K ﹤0.01%
+5,301
2253
$305K ﹤0.01%
+14,500
2254
$305K ﹤0.01%
15,339
-390
2255
$305K ﹤0.01%
+10,971
2256
$304K ﹤0.01%
58,486
+381
2257
$303K ﹤0.01%
+2,906
2258
$303K ﹤0.01%
+6,000
2259
$302K ﹤0.01%
+3,379
2260
$302K ﹤0.01%
8,783
+549
2261
$301K ﹤0.01%
11,220
+1,205
2262
$301K ﹤0.01%
12,076
-3,555
2263
$301K ﹤0.01%
7,423
-254
2264
$301K ﹤0.01%
8,411
2265
$301K ﹤0.01%
5,183
+1,189
2266
$300K ﹤0.01%
6,107
+1,388
2267
$299K ﹤0.01%
+10,434
2268
$299K ﹤0.01%
+5,362
2269
$298K ﹤0.01%
5,599
+2,517
2270
$298K ﹤0.01%
3,181
-2,633
2271
$298K ﹤0.01%
8,168
-4,017
2272
$297K ﹤0.01%
1,679
-492
2273
$297K ﹤0.01%
1,775
-25
2274
$296K ﹤0.01%
19,260
-4,912
2275
$296K ﹤0.01%
3,981
+946
89 90
91
92 93