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
2351
$262K ﹤0.01%
+10,000
2352
$261K ﹤0.01%
+3,010
2353
$261K ﹤0.01%
7,424
2354
$261K ﹤0.01%
32,654
+2,580
2355
$260K ﹤0.01%
+1,282
2356
$258K ﹤0.01%
3,769
+438
2357
$258K ﹤0.01%
9,250
+500
2358
$257K ﹤0.01%
+1,295
2359
$256K ﹤0.01%
+7,171
2360
$256K ﹤0.01%
2,950
-57
2361
$255K ﹤0.01%
19,937
+13
2362
$255K ﹤0.01%
4,970
+835
2363
$254K ﹤0.01%
+6,393
2364
$254K ﹤0.01%
10,239
-2,078
2365
$252K ﹤0.01%
17,770
-4,109
2366
$251K ﹤0.01%
+5,803
2367
$250K ﹤0.01%
+14,128
2368
$249K ﹤0.01%
7,195
-137
2369
$249K ﹤0.01%
+6,029
2370
$249K ﹤0.01%
1,431
-7,207
2371
$249K ﹤0.01%
+11,436
2372
$247K ﹤0.01%
+7,161
2373
$246K ﹤0.01%
+8,298
2374
$246K ﹤0.01%
1,730
-40
2375
$245K ﹤0.01%
3,979
-3,002
93 94
95
96 97