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
376
$20.2M 0.03%
153,907
+4,597
377
$20M 0.03%
161,288
+114,215
378
$19.9M 0.03%
261,033
+91,893
379
$19.8M 0.03%
71,179
+11,605
380
$19.8M 0.03%
238,973
-96
381
$19.7M 0.03%
707,506
+35,031
382
$19.6M 0.03%
49,505
-4,422
383
$19.6M 0.03%
353,435
+7,101
384
$19.5M 0.03%
800,189
-130,813
385
$19.2M 0.03%
41,665
-2,881
386
$19.2M 0.03%
771,222
+8,519
387
$19.1M 0.03%
78,465
+4,556
388
$19.1M 0.03%
250,524
-10,082
389
$19M 0.03%
380,541
-3,750
390
$19M 0.03%
738,634
-951,679
391
$19M 0.03%
104,725
+10,453
392
$18.8M 0.03%
246,485
-89,682
393
$18.7M 0.03%
260,383
-12,957
394
$18.7M 0.03%
666,295
+10,900
395
$18.6M 0.03%
378,982
-19,360
396
$18.6M 0.03%
175,013
-13,086
397
$18.6M 0.03%
197,824
+72,774
398
$18.6M 0.03%
750,741
+735,108
399
$18.5M 0.03%
204,904
-161,715
400
$18.5M 0.03%
312,039
-6,882
14 15
16
17 18