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
801
$5.39M 0.01%
224,329
+6,171
802
$5.35M 0.01%
142,372
-154,982
803
$5.35M 0.01%
48,389
-569
804
$5.35M 0.01%
88,600
+5,102
805
$5.33M 0.01%
310,907
+22,493
806
$5.32M 0.01%
32,452
-5,231
807
$5.28M 0.01%
31,250
-441
808
$5.28M 0.01%
182,916
-53,309
809
$5.26M 0.01%
233,779
-310,533
810
$5.26M 0.01%
170,371
-8,457
811
$5.25M 0.01%
37,246
-977
812
$5.24M 0.01%
96,639
-218
813
$5.23M 0.01%
73,877
+14,709
814
$5.23M 0.01%
225,349
+17,635
815
$5.2M 0.01%
148,822
+23,157
816
$5.18M 0.01%
108,724
+48,660
817
$5.18M 0.01%
102,842
+10,557
818
$5.16M 0.01%
36,794
-7,213
819
$5.11M 0.01%
71,327
-11,165
820
$5.1M 0.01%
11,566
-2,261
821
$5.04M 0.01%
80,953
-401
822
$5.04M 0.01%
89,142
-11,724
823
$5.01M 0.01%
182,442
-1,926
824
$5M 0.01%
187,852
+5,295
825
$4.98M 0.01%
157,462
-36,188
31 32
33
34 35