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
2401
$238K ﹤0.01%
3,630
-44
2402
$238K ﹤0.01%
4,064
-145
2403
$238K ﹤0.01%
23,000
2404
$238K ﹤0.01%
8,562
+345
2405
$238K ﹤0.01%
3,472
-256
2406
$238K ﹤0.01%
9,758
-482
2407
$237K ﹤0.01%
+1,955
2408
$237K ﹤0.01%
7,017
-2
2409
$236K ﹤0.01%
6,516
+312
2410
$236K ﹤0.01%
+13,562
2411
$236K ﹤0.01%
28,815
+8,139
2412
$235K ﹤0.01%
21,694
-1,394
2413
$235K ﹤0.01%
4,162
+9
2414
$234K ﹤0.01%
3,686
+232
2415
$234K ﹤0.01%
+8,181
2416
$234K ﹤0.01%
25,492
-269
2417
$234K ﹤0.01%
+5,135
2418
$232K ﹤0.01%
4,310
-514
2419
$232K ﹤0.01%
+4,786
2420
$232K ﹤0.01%
1,733
-200
2421
$232K ﹤0.01%
7,385
+542
2422
$231K ﹤0.01%
+1,329
2423
$231K ﹤0.01%
+4,554
2424
$231K ﹤0.01%
29,308
+6,788
2425
$231K ﹤0.01%
6,377
-9
95 96
97
98 99