Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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 11.82%
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
51
$245M 0.42%
8,823,810
-86,860
52
$244M 0.42%
3,496,821
-32,471
53
$244M 0.42%
977,860
-12,302
54
$242M 0.42%
2,210,137
+7,356
55
$241M 0.41%
780,593
+31,553
56
$226M 0.39%
1,519,624
+18,998
57
$219M 0.38%
3,778,037
+176,712
58
$212M 0.36%
1,278,879
+164,819
59
$212M 0.36%
1,187,127
-19,779
60
$210M 0.36%
640,752
-19,517
61
$208M 0.36%
2,122,924
+85,006
62
$208M 0.36%
1,245,964
-25,043
63
$202M 0.35%
2,910,205
-88,436
64
$201M 0.35%
3,759,263
-382,989
65
$199M 0.34%
823,713
+6,134
66
$197M 0.34%
1,012,713
-25,309
67
$197M 0.34%
4,000,020
-164,646
68
$195M 0.33%
1,087,861
+263,804
69
$190M 0.33%
1,957,259
+57,926
70
$190M 0.33%
2,569,211
-11,992
71
$189M 0.32%
2,538,456
-316,342
72
$188M 0.32%
5,520,624
-131,566
73
$188M 0.32%
655,590
-13,845
74
$185M 0.32%
1,236,899
+102,601
75
$184M 0.32%
914,119
-17,364
1 2
3
4 5