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
551
$11.2M 0.02%
894,740
+15,496
552
$11.2M 0.02%
504,790
-527,381
553
$11.2M 0.02%
183,948
+14,383
554
$11.1M 0.02%
88,054
+9,951
555
$11.1M 0.02%
319,863
+5,932
556
$11.1M 0.02%
533,467
-54,877
557
$11M 0.02%
133,470
-40,172
558
$10.9M 0.02%
113,887
-28,869
559
$10.9M 0.02%
42,881
+5,607
560
$10.9M 0.02%
357,730
+104,178
561
$10.9M 0.02%
356,594
-26,534
562
$10.8M 0.02%
257,182
+5,748
563
$10.8M 0.02%
129,819
-15,858
564
$10.8M 0.02%
107,549
-96
565
$10.7M 0.02%
35,103
-92
566
$10.6M 0.02%
104,200
-2,508
567
$10.6M 0.02%
101,566
-890
568
$10.6M 0.02%
10,915
+311
569
$10.6M 0.02%
122,664
-5,931
570
$10.5M 0.02%
168,768
+10,295
571
$10.5M 0.02%
121,164
+1,656
572
$10.4M 0.02%
391,514
+2,621
573
$10.4M 0.02%
177,601
-9,053
574
$10.4M 0.02%
504,568
+100,584
575
$10.4M 0.02%
103,337
-6,140
21 22
23
24 25