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
2626
– –
-6,715
2627
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0
2628
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-12,427
2629
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-5,556
2630
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-7,952
2631
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-12,013
2632
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-10,500
2633
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-198,207
2634
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-26,342
2635
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-10,819
2636
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-139,277
2637
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-3,698
2638
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-6,173
2639
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-14,085
2640
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-5,771
2641
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-4,345
2642
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-5,987
2643
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-27,999
2644
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2645
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2646
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-11,338
2647
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-10,156
2648
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-21,461
2649
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-23,293
2650
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-16,237
104 105
106
107 108