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
2551
– –
-18,951
2552
– –
-598
2553
– –
-12,876
2554
– –
-3,908
2555
– –
-21,959
2556
– –
-59,962
2557
– –
-3,408
2558
– –
-39,461
2559
– –
-6,506
2560
– –
-12,387
2561
– –
-21,932
2562
– –
-11,494
2563
– –
-38,062
2564
– –
-24,019
2565
– –
-18,329
2566
– –
-44,048
2567
– –
-34,082
2568
– –
-43,481
2569
– –
-541
2570
– –
-10,655
2571
– –
-10,442
2572
– –
-10,212
2573
– –
-13,658
2574
– –
-13,131
2575
– –
-25,324
101 102
103
104 105