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
726
$6.63M 0.01%
195,353
+24,402
727
$6.63M 0.01%
305,072
+27,357
728
$6.62M 0.01%
60,814
+3,892
729
$6.59M 0.01%
240,227
-42,705
730
$6.59M 0.01%
218,678
-13,883
731
$6.52M 0.01%
76,617
-4,563
732
$6.5M 0.01%
93,209
+13,324
733
$6.49M 0.01%
118,790
+65
734
$6.48M 0.01%
25,661
-8,120
735
$6.46M 0.01%
44,048
+43
736
$6.45M 0.01%
77,071
-29,620
737
$6.39M 0.01%
137,890
+89
738
$6.38M 0.01%
4,840
+1,312
739
$6.35M 0.01%
186,894
+67,988
740
$6.34M 0.01%
288,658
+32,620
741
$6.29M 0.01%
180,155
+304
742
$6.29M 0.01%
134,348
-18,212
743
$6.28M 0.01%
102,814
+16,272
744
$6.27M 0.01%
56,428
-2,166
745
$6.22M 0.01%
129,084
+53,758
746
$6.2M 0.01%
245,449
+2,644
747
$6.18M 0.01%
144,632
-17,114
748
$6.14M 0.01%
12,643
-470
749
$6.12M 0.01%
89,731
+3,037
750
$6.11M 0.01%
85,469
+7,515
28 29
30
31 32