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
501
$13M 0.02%
345,790
-23,888
502
$13M 0.02%
134,052
-13,726
503
$13M 0.02%
94,384
+24,051
504
$12.9M 0.02%
408,414
+6,624
505
$12.9M 0.02%
395,580
+6,956
506
$12.9M 0.02%
262,324
+6,135
507
$12.8M 0.02%
40,469
-5,329
508
$12.7M 0.02%
210,849
-6,426
509
$12.7M 0.02%
87,118
+709
510
$12.7M 0.02%
184,726
-125
511
$12.7M 0.02%
110,109
+32,067
512
$12.6M 0.02%
788,214
-6,644
513
$12.6M 0.02%
133,252
-14,340
514
$12.6M 0.02%
498,866
+16,298
515
$12.5M 0.02%
85,061
-5,137
516
$12.4M 0.02%
168,553
+13,859
517
$12.3M 0.02%
170,160
+2,032
518
$12.3M 0.02%
289,102
+38,660
519
$12.2M 0.02%
240,379
-14,039
520
$12.1M 0.02%
294,127
-1,788
521
$12.1M 0.02%
244,816
+13,394
522
$12M 0.02%
90,957
+6,634
523
$12M 0.02%
148,687
-18,657
524
$12M 0.02%
177,364
+1,333
525
$11.9M 0.02%
264,714
-7,999
19 20
21
22 23