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
476
$14.3M 0.02%
1,706,450
-1,180
477
$14.1M 0.02%
135,003
-3,365
478
$14M 0.02%
1,227,773
+350,567
479
$13.9M 0.02%
72,807
+12,860
480
$13.9M 0.02%
277,118
+250,022
481
$13.9M 0.02%
573,568
-164,912
482
$13.8M 0.02%
33,329
-2,652
483
$13.8M 0.02%
260,046
-7,769
484
$13.8M 0.02%
376,167
+144,419
485
$13.7M 0.02%
221,712
+21,980
486
$13.6M 0.02%
42,832
+175
487
$13.6M 0.02%
24,288
-1,328
488
$13.6M 0.02%
86,194
-7,107
489
$13.4M 0.02%
45,296
-3,597
490
$13.4M 0.02%
71,788
-4,951
491
$13.3M 0.02%
272,303
-1,065
492
$13.3M 0.02%
97,896
-89,375
493
$13.3M 0.02%
133,629
-556
494
$13.3M 0.02%
230,605
-8,561
495
$13.2M 0.02%
36,284
-4,986
496
$13.1M 0.02%
236,409
+46,950
497
$13.1M 0.02%
350,430
+75,044
498
$13.1M 0.02%
249,350
+173,786
499
$13M 0.02%
206,578
-813
500
$13M 0.02%
68,357
+20,460
18 19
20
21 22