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
701
$7.11M 0.01%
94,102
-6,468
702
$7.04M 0.01%
33,622
+8,681
703
$7.04M 0.01%
140,716
-76,298
704
$7.03M 0.01%
153,694
-4,042
705
$6.96M 0.01%
144,849
+2,580
706
$6.93M 0.01%
109,253
-2,013
707
$6.92M 0.01%
132,903
-7,385
708
$6.89M 0.01%
139,251
+37,326
709
$6.85M 0.01%
166,756
+6,034
710
$6.85M 0.01%
689,575
+91,479
711
$6.85M 0.01%
154,015
-7,228
712
$6.83M 0.01%
41,299
+672
713
$6.81M 0.01%
179,307
+20,091
714
$6.81M 0.01%
267,253
+255,495
715
$6.81M 0.01%
612,430
-14,480
716
$6.81M 0.01%
143,816
+2,588
717
$6.8M 0.01%
92,189
+5,175
718
$6.78M 0.01%
246,583
+12,764
719
$6.76M 0.01%
80,042
-1,124
720
$6.75M 0.01%
62,771
-1,841
721
$6.72M 0.01%
273,228
+37,841
722
$6.7M 0.01%
47,065
-820
723
$6.7M 0.01%
79,676
-64
724
$6.69M 0.01%
76,738
-3,803
725
$6.64M 0.01%
32,233
-573
27 28
29
30 31