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
2326
$276K ﹤0.01%
2,232
-221
2327
$275K ﹤0.01%
+2,455
2328
$274K ﹤0.01%
+9,874
2329
$273K ﹤0.01%
8,154
+892
2330
$273K ﹤0.01%
+6,810
2331
$272K ﹤0.01%
1,846
-1,692
2332
$271K ﹤0.01%
6,587
+1,010
2333
$271K ﹤0.01%
+30,128
2334
$270K ﹤0.01%
+7,446
2335
$270K ﹤0.01%
18,738
-907
2336
$270K ﹤0.01%
+14,019
2337
$269K ﹤0.01%
1,742
-2,754
2338
$269K ﹤0.01%
3,338
-405
2339
$269K ﹤0.01%
+12,000
2340
$268K ﹤0.01%
19,603
+1,035
2341
$268K ﹤0.01%
2,232
+32
2342
$268K ﹤0.01%
8,139
-2,333
2343
$268K ﹤0.01%
8,687
+1,437
2344
$266K ﹤0.01%
5,351
+1,090
2345
$266K ﹤0.01%
4,482
-48
2346
$265K ﹤0.01%
1,092
+288
2347
$264K ﹤0.01%
10,136
-22,859
2348
$262K ﹤0.01%
+3,089
2349
$262K ﹤0.01%
7,788
+1,332
2350
$262K ﹤0.01%
5,887
+96
92 93
94
95 96