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
2451
$221K ﹤0.01%
+8,438
2452
$221K ﹤0.01%
+4,024
2453
$220K ﹤0.01%
+5,531
2454
$220K ﹤0.01%
35,432
+30
2455
$220K ﹤0.01%
+11,930
2456
$219K ﹤0.01%
+5,453
2457
$218K ﹤0.01%
4,170
2458
$218K ﹤0.01%
+641
2459
$218K ﹤0.01%
+6,824
2460
$218K ﹤0.01%
+4,721
2461
$218K ﹤0.01%
29,548
2462
$217K ﹤0.01%
6,741
2463
$217K ﹤0.01%
+973
2464
$216K ﹤0.01%
+558
2465
$216K ﹤0.01%
4,400
2466
$215K ﹤0.01%
8,671
+211
2467
$215K ﹤0.01%
3,996
-2,469
2468
$214K ﹤0.01%
+5,500
2469
$214K ﹤0.01%
+1,083
2470
$214K ﹤0.01%
+1,765
2471
$214K ﹤0.01%
+3,920
2472
$214K ﹤0.01%
+8,190
2473
$214K ﹤0.01%
1,425
-58
2474
$214K ﹤0.01%
6,651
-10
2475
$213K ﹤0.01%
7,190
+295
97 98
99
100 101