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
251
$40M 0.07%
1,158,920
+16,100
252
$39.9M 0.07%
548,912
+40,835
253
$39.8M 0.07%
1,544,792
+280,809
254
$39.3M 0.07%
110,678
+935
255
$39M 0.07%
804,488
-187,309
256
$38.9M 0.07%
3,469,597
+99,218
257
$38.8M 0.07%
982,936
+247,373
258
$38.7M 0.07%
729,550
-24,580
259
$38.6M 0.07%
408,650
+42,078
260
$38.5M 0.07%
411,379
-25,978
261
$38.5M 0.07%
2,386,458
+39,747
262
$38.5M 0.07%
200,453
-14,848
263
$38.3M 0.07%
285,303
-18,074
264
$38.3M 0.07%
183,951
-7,730
265
$37.9M 0.07%
261,639
-23,149
266
$37.9M 0.07%
368,504
-17,943
267
$37.7M 0.06%
697,177
+26,201
268
$37.5M 0.06%
984,777
-97,863
269
$37.5M 0.06%
903,075
+126,783
270
$37.2M 0.06%
234,199
-12,742
271
$37.2M 0.06%
1,241,141
+24,033
272
$36.7M 0.06%
656,395
+56,456
273
$36.4M 0.06%
142,327
-8,459
274
$36M 0.06%
176,412
-546
275
$35.7M 0.06%
1,220,374
+902,324
9 10
11
12 13