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
2301
$286K ﹤0.01%
10,334
+456
2302
$284K ﹤0.01%
+9,123
2303
$284K ﹤0.01%
10,933
-368
2304
$284K ﹤0.01%
10,000
2305
$283K ﹤0.01%
4,548
+513
2306
$283K ﹤0.01%
+9,258
2307
$282K ﹤0.01%
8,570
-609
2308
$281K ﹤0.01%
3,006
-1,899
2309
$280K ﹤0.01%
5,725
2310
$280K ﹤0.01%
5,924
+471
2311
$280K ﹤0.01%
31,190
+544
2312
$280K ﹤0.01%
4,373
-1,240
2313
$280K ﹤0.01%
3,368
+59
2314
$280K ﹤0.01%
3,825
-25
2315
$280K ﹤0.01%
+599
2316
$280K ﹤0.01%
+6,662
2317
$278K ﹤0.01%
36,544
-1,529
2318
$278K ﹤0.01%
+6,762
2319
$278K ﹤0.01%
+10,671
2320
$277K ﹤0.01%
72,159
2321
$277K ﹤0.01%
3,022
+211
2322
$277K ﹤0.01%
2,952
-175
2323
$277K ﹤0.01%
+603
2324
$276K ﹤0.01%
7,715
+677
2325
$276K ﹤0.01%
3,808
+37
91 92
93
94 95