Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$349M
2
+$178M
3
+$165M
4
CUBE icon
CubeSmart
CUBE
+$139M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$116M

Top Sells

1
+$379M
2
+$205M
3
+$177M
4
FIS icon
Fidelity National Information Services
FIS
+$113M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$111M

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
2526
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-11,591
2527
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2528
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2529
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2530
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2531
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-9,919
2532
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-16,000
2533
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-12,240
2534
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-5,814
2535
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2536
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-17,976
2537
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-2,050
2538
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-14,855
2539
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2540
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-1,000
2541
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2542
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2543
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2544
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2545
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2546
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2547
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2548
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-100,000
2549
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-10,000
2550
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-11,733
100 101
102
103 104