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
2601
– –
-85,860
2602
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-23,974
2603
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-70,769
2604
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-17,863
2605
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-11,100
2606
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-5,651
2607
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-4,516
2608
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-565,965
2609
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-13,561
2610
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-356,599
2611
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-9,171
2612
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-15,779
2613
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-11,604
2614
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-59,585
2615
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-22,963
2616
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-62,461
2617
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-6,715
2618
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0
2619
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-12,427
2620
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-5,556
2621
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-7,952
2622
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-12,013
2623
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-10,500
2624
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-26,342
2625
– –
-10,819
103 104
105
106 107