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
576
$10.4M 0.02%
245,831
+72,099
577
$10.4M 0.02%
190,668
-1,737,880
578
$10.3M 0.02%
204,864
-193
579
$10.3M 0.02%
79,916
+5,709
580
$10.3M 0.02%
455,574
-1,368
581
$10.3M 0.02%
77,034
+5,876
582
$10.3M 0.02%
149,531
+3,882
583
$10.3M 0.02%
101,923
+11,700
584
$10.2M 0.02%
101,753
-51,111
585
$10.2M 0.02%
264,550
-48,360
586
$10.2M 0.02%
163,980
+23,235
587
$10.2M 0.02%
184,624
+97,684
588
$10.2M 0.02%
87,649
-20,384
589
$10.1M 0.02%
379,967
+5,460
590
$10.1M 0.02%
251,556
+36,172
591
$10.1M 0.02%
322,517
+42,513
592
$9.79M 0.02%
100,209
-18,996
593
$9.79M 0.02%
401,176
+8,146
594
$9.78M 0.02%
169,942
-10,736
595
$9.78M 0.02%
181,464
+155,620
596
$9.7M 0.02%
364,030
+81,131
597
$9.64M 0.02%
299,995
-12,542
598
$9.58M 0.02%
157,171
-35,164
599
$9.49M 0.02%
129,611
-4,393
600
$9.42M 0.02%
267,531
+13,109
22 23
24
25 26