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
826
$4.96M 0.01%
33,924
-2,336
827
$4.89M 0.01%
111,581
+71,862
828
$4.89M 0.01%
57,592
-5,008
829
$4.87M 0.01%
12,597
-1,825
830
$4.85M 0.01%
144,791
+1,802
831
$4.84M 0.01%
293,732
+12,618
832
$4.84M 0.01%
815,312
833
$4.84M 0.01%
137,571
+1,511
834
$4.83M 0.01%
6,880
-26
835
$4.82M 0.01%
133,791
+19,688
836
$4.82M 0.01%
15,174
+21
837
$4.78M 0.01%
272,898
-96,831
838
$4.76M 0.01%
74,531
-52,541
839
$4.76M 0.01%
95,781
+3,656
840
$4.75M 0.01%
96,875
-3,095
841
$4.74M 0.01%
103,258
+10,851
842
$4.73M 0.01%
412,346
+80,206
843
$4.73M 0.01%
282,286
-20,654
844
$4.7M 0.01%
76,531
+10,944
845
$4.7M 0.01%
145,004
+1,533
846
$4.69M 0.01%
79,184
+2,518
847
$4.69M 0.01%
105,032
+36,711
848
$4.68M 0.01%
32,997
-857
849
$4.68M 0.01%
301,407
-96,814
850
$4.67M 0.01%
69,532
-5,750
32 33
34
35 36