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
2376
$245K ﹤0.01%
4,750
2377
$245K ﹤0.01%
+7,946
2378
$245K ﹤0.01%
3,341
-361
2379
$245K ﹤0.01%
16,368
2380
$245K ﹤0.01%
50,000
2381
$244K ﹤0.01%
+11,335
2382
$244K ﹤0.01%
+4,076
2383
$244K ﹤0.01%
2,732
2384
$243K ﹤0.01%
+5,472
2385
$243K ﹤0.01%
969
2386
$243K ﹤0.01%
5,065
-93
2387
$243K ﹤0.01%
4,049
-2,431
2388
$242K ﹤0.01%
6,111
+772
2389
$242K ﹤0.01%
5,151
+169
2390
$242K ﹤0.01%
+9,585
2391
$242K ﹤0.01%
69,921
-11,465
2392
$242K ﹤0.01%
25,887
+3,120
2393
$242K ﹤0.01%
26,497
+35
2394
$242K ﹤0.01%
6,009
-54
2395
$241K ﹤0.01%
8,931
-994
2396
$241K ﹤0.01%
3,790
+88
2397
$240K ﹤0.01%
49,788
+16,898
2398
$239K ﹤0.01%
12,044
+433
2399
$239K ﹤0.01%
7,744
-583
2400
$238K ﹤0.01%
9,418
-3,242
94 95
96
97 98