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
601
$9.39M 0.02%
98,261
+1,406
602
$9.33M 0.02%
99,936
+1,856
603
$9.31M 0.02%
39,995
-2,805
604
$9.24M 0.02%
303,098
-18,369
605
$9.23M 0.02%
132,475
+3,022
606
$9.22M 0.02%
151,133
+1,167
607
$9.12M 0.02%
388,128
-90,633
608
$9.11M 0.02%
26,609
+1,904
609
$9.1M 0.02%
434,142
+1,352
610
$9.09M 0.02%
340,926
-29,601
611
$9.07M 0.02%
12,584
-3,345
612
$9.06M 0.02%
104,312
-14,282
613
$9.05M 0.02%
90,644
+7,077
614
$9.05M 0.02%
67,928
-28
615
$9.05M 0.02%
90,759
+6,591
616
$9.03M 0.02%
86,290
-20,237
617
$9.01M 0.02%
38,291
-57,480
618
$9M 0.02%
94,938
-63,869
619
$8.89M 0.02%
173,090
+5,363
620
$8.88M 0.02%
187,456
+18,588
621
$8.86M 0.02%
216,918
-143,210
622
$8.85M 0.02%
92,699
+14,760
623
$8.8M 0.02%
151,227
-74,050
624
$8.7M 0.02%
177,908
-398
625
$8.69M 0.01%
258,065
+6,654
23 24
25
26 27