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
776
$5.74M 0.01%
53,819
+1,193
777
$5.73M 0.01%
69,864
+8,203
778
$5.7M 0.01%
66,106
+32,627
779
$5.7M 0.01%
142,882
-21,655
780
$5.69M 0.01%
38,419
+1,137
781
$5.68M 0.01%
115,894
+831
782
$5.67M 0.01%
22,549
+1,059
783
$5.66M 0.01%
56,563
-7,168
784
$5.64M 0.01%
319,772
+18,410
785
$5.63M 0.01%
53,387
+30,907
786
$5.6M 0.01%
133,628
-17,397
787
$5.59M 0.01%
18,610
+185
788
$5.57M 0.01%
51,569
-367
789
$5.57M 0.01%
29,114
-952
790
$5.55M 0.01%
161,300
+99,332
791
$5.55M 0.01%
+175,809
792
$5.54M 0.01%
214,260
+802
793
$5.53M 0.01%
39,188
+6,098
794
$5.5M 0.01%
552,358
+70,981
795
$5.45M 0.01%
7,754
-35
796
$5.44M 0.01%
70,656
+3,576
797
$5.42M 0.01%
86,283
-4,049
798
$5.41M 0.01%
36,501
+1,134
799
$5.4M 0.01%
142,297
-39,380
800
$5.39M 0.01%
290,362
-1,678
30 31
32
33 34