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
276
$35.4M 0.06%
1,099,871
-145,445
277
$35.1M 0.06%
377,077
+10,694
278
$34.7M 0.06%
253,315
-35,033
279
$34.5M 0.06%
351,803
+35,048
280
$34.2M 0.06%
133,781
-33,476
281
$34.1M 0.06%
970,850
+48,088
282
$34.1M 0.06%
523,365
+5,642
283
$34M 0.06%
957,130
-103,494
284
$33.9M 0.06%
956,701
+41,099
285
$33.8M 0.06%
1,233,982
-17,271
286
$33.8M 0.06%
761,084
-70,632
287
$33.8M 0.06%
196,921
-248,333
288
$33.3M 0.06%
570,545
+152,851
289
$33.1M 0.06%
1,108,941
+10,884
290
$33.1M 0.06%
607,641
+132,206
291
$33.1M 0.06%
555,654
-28,528
292
$33M 0.06%
550,461
+121,327
293
$32.9M 0.06%
201,546
+5,518
294
$32.9M 0.06%
445,877
-325,814
295
$32.8M 0.06%
322,485
-80,143
296
$32.6M 0.06%
530,970
+26,638
297
$32.4M 0.06%
213,348
-346,883
298
$32.4M 0.06%
650,760
-17,227
299
$32.3M 0.06%
130,354
-17,421
300
$32.2M 0.06%
284,583
-15,356
10 11
12
13 14