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
351
$22.6M 0.04%
76,875
+1,118
352
$22.5M 0.04%
203,161
-9,142
353
$22.4M 0.04%
568,404
-134,809
354
$22.4M 0.04%
570,064
+83,294
355
$22.4M 0.04%
151,505
-3,385
356
$22.2M 0.04%
65,927
-2,789
357
$21.8M 0.04%
105,620
+1,631
358
$21.8M 0.04%
31,971
+3,979
359
$21.7M 0.04%
181,281
-17,085
360
$21.6M 0.04%
682,282
+617,032
361
$21.4M 0.04%
1,341,668
-349,101
362
$21.4M 0.04%
92,346
363
$21.4M 0.04%
282,829
-83,398
364
$21.3M 0.04%
89,494
-3,963
365
$21M 0.04%
211,640
-100,873
366
$21M 0.04%
352,615
-144,909
367
$20.8M 0.04%
410,210
+14,623
368
$20.8M 0.04%
702,913
-105,457
369
$20.8M 0.04%
419,814
+145,178
370
$20.8M 0.04%
1,652,386
-1,400,751
371
$20.7M 0.04%
490,363
-44,660
372
$20.7M 0.04%
586,129
-17,628
373
$20.3M 0.03%
177,076
-855
374
$20.3M 0.03%
119,014
-40,304
375
$20.2M 0.03%
739,512
+701,398
13 14
15
16 17