Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,721
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$180M
3
+$154M
4
CUBE icon
CubeSmart
CUBE
+$143M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$118M

Top Sells

1
+$372M
2
+$203M
3
+$177M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$114M
5
FIS icon
Fidelity National Information Services
FIS
+$94.4M

Sector Composition

1 Technology 11.81%
2 Healthcare 8.59%
3 Financials 8.36%
4 Consumer Staples 5.85%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.6M 0.08%
519,331
-6,567
227
$45.6M 0.08%
201,195
-53,133
228
$45.3M 0.08%
413,553
-35,546
229
$45.2M 0.08%
896,551
-19,986
230
$45.2M 0.08%
5,414,230
+40,445
231
$45M 0.08%
526,232
-8,963
232
$45M 0.08%
272,572
-24,862
233
$44.7M 0.08%
790,712
-4,864
234
$43.7M 0.08%
208,021
+41,553
235
$43.4M 0.07%
954,188
+505,669
236
$43.2M 0.07%
603,613
-47,796
237
$43.1M 0.07%
345,316
+71,373
238
$42.6M 0.07%
722,184
+31,322
239
$42.5M 0.07%
119,261
-10,816
240
$42.5M 0.07%
2,605,700
+281,172
241
$42.5M 0.07%
427,732
-32,679
242
$41.7M 0.07%
286,060
-25,820
243
$41.5M 0.07%
499,344
-97,689
244
$41.4M 0.07%
755,146
+37,254
245
$41.1M 0.07%
801,703
+61,095
246
$40.8M 0.07%
1,143,870
-57,208
247
$40.8M 0.07%
450,438
-1,343
248
$40.8M 0.07%
534,734
+41,134
249
$40.7M 0.07%
849,200
-109,146
250
$40.2M 0.07%
479,604
-9,286
8 9
10
11 12