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
2601
– –
-15,709
2602
– –
-85,860
2603
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-23,974
2604
– –
-70,769
2605
– –
-17,863
2606
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-11,100
2607
– –
-5,651
2608
– –
-4,516
2609
– –
-565,965
2610
– –
-13,561
2611
– –
-356,599
2612
– –
-9,171
2613
– –
-15,779
2614
– –
-11,604
2615
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-59,585
2616
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-22,963
2617
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-62,461
2618
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-6,715
2619
– –
0
2620
– –
-12,427
2621
– –
-5,556
2622
– –
-7,952
2623
– –
-12,013
2624
– –
-10,500
2625
– –
-198,207
103 104
105
106 107