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
2426
$230K ﹤0.01%
+6,300
2427
$229K ﹤0.01%
+3,538
2428
$229K ﹤0.01%
22,189
+3,524
2429
$229K ﹤0.01%
2,418
-172
2430
$229K ﹤0.01%
10,788
+261
2431
$229K ﹤0.01%
+2,982
2432
$228K ﹤0.01%
+783
2433
$228K ﹤0.01%
2,279
-246
2434
$228K ﹤0.01%
+10,500
2435
$228K ﹤0.01%
+8,614
2436
$228K ﹤0.01%
5,887
2437
$228K ﹤0.01%
18,850
-1,762
2438
$227K ﹤0.01%
2,790
-296
2439
$226K ﹤0.01%
5,362
-1,087
2440
$226K ﹤0.01%
4,856
2441
$226K ﹤0.01%
5,361
+288
2442
$225K ﹤0.01%
12,176
+929
2443
$225K ﹤0.01%
+13,938
2444
$224K ﹤0.01%
+14,421
2445
$223K ﹤0.01%
1,499
-808
2446
$223K ﹤0.01%
8,492
+660
2447
$222K ﹤0.01%
8,195
2448
$222K ﹤0.01%
+8,169
2449
$222K ﹤0.01%
16,521
+2,240
2450
$222K ﹤0.01%
24,481
-256
96 97
98
99 100