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
751
$6.1M 0.01%
12,742
+309
752
$6.09M 0.01%
80,690
+7,503
753
$6.08M 0.01%
225,564
+4,184
754
$6.06M 0.01%
134,450
+46,179
755
$6.03M 0.01%
39,708
-6,332
756
$6.02M 0.01%
236,812
+783
757
$6M 0.01%
397,556
-16,232
758
$5.99M 0.01%
74,428
+3,146
759
$5.97M 0.01%
243,482
+71,954
760
$5.94M 0.01%
69,488
+2,830
761
$5.92M 0.01%
61,219
-25,800
762
$5.89M 0.01%
89,190
-28,322
763
$5.89M 0.01%
219,229
+9,887
764
$5.88M 0.01%
83,294
+28,192
765
$5.88M 0.01%
+236,845
766
$5.86M 0.01%
211,729
+51,390
767
$5.86M 0.01%
92,420
+11,395
768
$5.86M 0.01%
118,833
-39,963
769
$5.86M 0.01%
205,018
+80,262
770
$5.82M 0.01%
73,134
+3,141
771
$5.82M 0.01%
42,093
+2,579
772
$5.82M 0.01%
236,787
+2,801
773
$5.8M 0.01%
50,172
-2,916
774
$5.79M 0.01%
62,346
+9,994
775
$5.78M 0.01%
69,458
-13,877
29 30
31
32 33