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
2551
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-7,002
2552
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-18,951
2553
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-598
2554
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-6,506
2555
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-12,876
2556
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-3,908
2557
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-21,959
2558
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-59,962
2559
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-21,932
2560
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-11,494
2561
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-38,062
2562
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0
2563
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-48,425
2564
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-5,125
2565
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-11,515
2566
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-13,405
2567
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-9,292
2568
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-4,976
2569
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-8,870
2570
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-85,447
2571
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-12,387
2572
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-24,019
2573
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-18,329
2574
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-44,048
2575
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-34,082
101 102
103
104 105