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
326
$26.9M 0.05%
577,322
+41,784
327
$26.8M 0.05%
709,343
+3,733
328
$26.4M 0.05%
184,375
-38,088
329
$26.3M 0.05%
553,392
-37,780
330
$26.2M 0.05%
137,047
+7,945
331
$26M 0.04%
186,493
+19,020
332
$25.6M 0.04%
680,466
+21,945
333
$25.6M 0.04%
231,770
-41,211
334
$25.5M 0.04%
111,459
+1,457
335
$25.4M 0.04%
50,769
-3,684
336
$25.1M 0.04%
364,770
-11,590
337
$25.1M 0.04%
19,635
-1,306
338
$24.8M 0.04%
492,868
-66,132
339
$24.8M 0.04%
454,153
-95,046
340
$24.8M 0.04%
536,859
+165,716
341
$24.5M 0.04%
484,104
+10,610
342
$24.2M 0.04%
581,273
-119,166
343
$24.1M 0.04%
119,051
+66,928
344
$24.1M 0.04%
534,580
+311,257
345
$23.6M 0.04%
211,305
-1,615
346
$23.6M 0.04%
525,360
+29,333
347
$23.3M 0.04%
286,470
+11,417
348
$22.9M 0.04%
352,039
+10,314
349
$22.8M 0.04%
207,134
-61,232
350
$22.6M 0.04%
300,792
+44,018
12 13
14
15 16