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
451
$15.5M 0.03%
502,818
+46,153
452
$15.5M 0.03%
630,951
+14,410
453
$15.4M 0.03%
372,435
+71,204
454
$15.4M 0.03%
285,377
+15,297
455
$15.3M 0.03%
116,994
-8,182
456
$15.2M 0.03%
213,717
-944
457
$15.2M 0.03%
106,443
+3,038
458
$15.2M 0.03%
317,684
-10,838
459
$15.1M 0.03%
187,685
+1,867
460
$15M 0.03%
60,676
-1,177
461
$14.9M 0.03%
135,509
-34,402
462
$14.9M 0.03%
167,391
+17,251
463
$14.8M 0.03%
140,846
-14,003
464
$14.8M 0.03%
178,757
+1,031
465
$14.7M 0.03%
128,538
-9,368
466
$14.7M 0.03%
267,296
-40,261
467
$14.6M 0.03%
43,883
+7,560
468
$14.6M 0.03%
369,845
-28,168
469
$14.5M 0.02%
218,527
-1,921
470
$14.5M 0.02%
310,949
+41,953
471
$14.4M 0.02%
74,369
-13,519
472
$14.3M 0.02%
154,492
-688
473
$14.3M 0.02%
41,336
-1,172
474
$14.3M 0.02%
249,279
-32,957
475
$14.3M 0.02%
65,918
-140
17 18
19
20 21