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
2276
$296K ﹤0.01%
13,452
-40,667
2277
$296K ﹤0.01%
8,178
-71
2278
$296K ﹤0.01%
15,436
-1,293
2279
$295K ﹤0.01%
4,007
+184
2280
$294K ﹤0.01%
7,046
-51,742
2281
$294K ﹤0.01%
27,552
+11,149
2282
$294K ﹤0.01%
12,092
-1,352
2283
$292K ﹤0.01%
29,874
+4,886
2284
$292K ﹤0.01%
19,448
+19
2285
$292K ﹤0.01%
26,434
2286
$291K ﹤0.01%
9,000
2287
$291K ﹤0.01%
6,125
-7,937
2288
$291K ﹤0.01%
3,297
+410
2289
$291K ﹤0.01%
5,361
-99
2290
$290K ﹤0.01%
17,062
+1,244
2291
$290K ﹤0.01%
9,111
-35
2292
$289K ﹤0.01%
11,719
+1,676
2293
$289K ﹤0.01%
5,714
+200
2294
$289K ﹤0.01%
+11,345
2295
$289K ﹤0.01%
+5,950
2296
$289K ﹤0.01%
12,942
-475
2297
$288K ﹤0.01%
68,000
2298
$287K ﹤0.01%
4,670
+836
2299
$287K ﹤0.01%
2,727
+72
2300
$287K ﹤0.01%
+3,379
90 91
92
93 94