Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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 11.82%
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
2526
– –
-12,240
2527
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-16,000
2528
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-5,814
2529
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-89,256
2530
– –
-17,976
2531
– –
-2,050
2532
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-9,292
2533
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-4,976
2534
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-8,870
2535
– –
-85,447
2536
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-14,855
2537
– –
-10,166
2538
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-1,000
2539
– –
-307,513
2540
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-5,447
2541
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-22,650
2542
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-35,575
2543
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-66,980
2544
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-42,500
2545
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-18,165
2546
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-100,000
2547
– –
-10,000
2548
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-11,733
2549
– –
-7,002
2550
– –
-18,951
100 101
102
103 104