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
626
$8.67M 0.01%
322,641
+14,629
627
$8.67M 0.01%
122,866
+873
628
$8.66M 0.01%
75,802
-10,543
629
$8.57M 0.01%
189,353
-23,354
630
$8.55M 0.01%
40,043
+1,266
631
$8.52M 0.01%
263,895
-3,806
632
$8.51M 0.01%
92,413
-85,557
633
$8.5M 0.01%
124,253
+4,173
634
$8.45M 0.01%
50,874
-52
635
$8.4M 0.01%
221,399
+16,875
636
$8.38M 0.01%
33,961
-2,208
637
$8.36M 0.01%
409,202
+109,008
638
$8.34M 0.01%
41,333
+1,038
639
$8.32M 0.01%
193,192
-41,743
640
$8.3M 0.01%
164,931
-16,860
641
$8.24M 0.01%
53,188
+1,755
642
$8.23M 0.01%
579,050
-121,098
643
$8.23M 0.01%
280,804
644
$8.23M 0.01%
27,238
+2,220
645
$8.2M 0.01%
58,997
+4,861
646
$8.14M 0.01%
650,517
-332,787
647
$8.13M 0.01%
228,470
+7,778
648
$8.12M 0.01%
60,040
-1,073
649
$8.11M 0.01%
129,932
-1,467
650
$8.1M 0.01%
257,507
+6,153
24 25
26
27 28