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
426
$16.8M 0.03%
657,559
+197,415
427
$16.7M 0.03%
240,528
+3,027
428
$16.7M 0.03%
468,825
+71,321
429
$16.6M 0.03%
6,768
-11,092
430
$16.6M 0.03%
801,179
+92,835
431
$16.6M 0.03%
117,870
-553
432
$16.5M 0.03%
425,265
+122,703
433
$16.5M 0.03%
200,139
-24,018
434
$16.5M 0.03%
416,995
-2,322
435
$16.5M 0.03%
204,344
-45,882
436
$16.5M 0.03%
124,633
-6,724
437
$16.4M 0.03%
690,431
+10,897
438
$16.4M 0.03%
191,800
+10,130
439
$16.3M 0.03%
502,654
+155,129
440
$16.2M 0.03%
196,763
-30,711
441
$16.2M 0.03%
175,708
+21,372
442
$16.1M 0.03%
319,099
+40,613
443
$16.1M 0.03%
557,945
+48,124
444
$16M 0.03%
510,775
-25,210
445
$15.9M 0.03%
159,170
+1,680
446
$15.8M 0.03%
66,110
+217
447
$15.6M 0.03%
138,110
-12,548
448
$15.6M 0.03%
195,220
-6,622
449
$15.5M 0.03%
318,423
-851
450
$15.5M 0.03%
204,703
+4,283
16 17
18
19 20