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
651
$8.07M 0.01%
129,373
-2,279
652
$8.07M 0.01%
156,004
+5,312
653
$8.07M 0.01%
149,435
-8,623
654
$8.06M 0.01%
328,594
-149,882
655
$8.06M 0.01%
211,713
-92,023
656
$8.06M 0.01%
224,660
+14,903
657
$8.01M 0.01%
53,156
+13,338
658
$8M 0.01%
35,426
-2,593
659
$7.97M 0.01%
54,033
-309
660
$7.96M 0.01%
54,761
-7,125
661
$7.94M 0.01%
34,459
+7,972
662
$7.92M 0.01%
135,624
-512
663
$7.89M 0.01%
1,029,205
664
$7.89M 0.01%
200,093
+13,491
665
$7.86M 0.01%
106,596
-25,788
666
$7.82M 0.01%
22,029
+365
667
$7.78M 0.01%
180,952
+11,986
668
$7.75M 0.01%
169,632
+161,875
669
$7.74M 0.01%
101,808
-5,105
670
$7.66M 0.01%
92,622
+3,355
671
$7.66M 0.01%
99,500
-2,925
672
$7.63M 0.01%
29,225
+5,178
673
$7.62M 0.01%
749,145
+18,878
674
$7.54M 0.01%
185,847
-20,206
675
$7.54M 0.01%
415,610
+12,275
25 26
27
28 29