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
301
$32.1M 0.06%
+600,560
302
$32.1M 0.06%
112,509
-13,218
303
$32M 0.06%
715,279
+25,126
304
$32M 0.06%
856,953
+59,222
305
$31.5M 0.05%
600,879
-68,017
306
$31.4M 0.05%
1,967,475
+55,737
307
$31.4M 0.05%
140,883
-2,329
308
$30.7M 0.05%
1,753,616
+19,275
309
$30.7M 0.05%
708,853
+268,489
310
$30.1M 0.05%
152,704
-8,337
311
$29.7M 0.05%
192,362
-13,112
312
$29.7M 0.05%
490,890
-12,639
313
$29.5M 0.05%
615,394
-9,364
314
$29.5M 0.05%
229,681
-144,112
315
$29.4M 0.05%
464,536
-7,750
316
$29M 0.05%
62,416
+5,168
317
$28.9M 0.05%
41,916
-644
318
$28.6M 0.05%
136,075
-4,962
319
$28.6M 0.05%
171,918
-6,354
320
$28.4M 0.05%
441,517
-100
321
$28.2M 0.05%
170,664
-5,797
322
$28.1M 0.05%
316,725
-105,963
323
$27.7M 0.05%
285,109
-7,566
324
$27.4M 0.05%
300,087
+12,317
325
$27.1M 0.05%
308,247
+55,990
11 12
13
14 15