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
401
$18.4M 0.03%
57,972
+600
402
$18.4M 0.03%
243,299
+44,279
403
$18.4M 0.03%
167,442
-1,670
404
$18.3M 0.03%
186,640
-110,866
405
$18.3M 0.03%
201,175
-325,187
406
$18.3M 0.03%
304,139
+13,560
407
$18.2M 0.03%
271,229
-14,422
408
$18.1M 0.03%
42,108
-698
409
$18M 0.03%
1,454,501
-20,590
410
$18M 0.03%
170,141
-7,176
411
$17.9M 0.03%
517,903
+76,771
412
$17.8M 0.03%
228,674
-8,358
413
$17.8M 0.03%
523,278
-31,362
414
$17.8M 0.03%
217,709
-1,999
415
$17.7M 0.03%
377,498
-13,051
416
$17.7M 0.03%
201,501
-8,080
417
$17.4M 0.03%
101,624
+33,573
418
$17.3M 0.03%
728,770
+18,846
419
$17.2M 0.03%
108,856
-22,399
420
$17.1M 0.03%
1,181,284
-292,609
421
$17.1M 0.03%
92,823
+1,694
422
$17M 0.03%
126,055
+31,409
423
$17M 0.03%
264,399
+4,232
424
$17M 0.03%
259,258
+65,077
425
$16.9M 0.03%
254,698
+149,680
15 16
17
18 19