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
851
$4.66M 0.01%
59,578
+1,854
852
$4.66M 0.01%
17,129
+10,843
853
$4.64M 0.01%
22,888
+902
854
$4.63M 0.01%
32,956
+1,732
855
$4.62M 0.01%
114,570
-9,274
856
$4.62M 0.01%
78,648
-7,266
857
$4.59M 0.01%
69,122
+1,105
858
$4.56M 0.01%
91,506
+3,714
859
$4.53M 0.01%
34,824
-7,438
860
$4.51M 0.01%
29,640
-2,341
861
$4.51M 0.01%
137,409
-2,103
862
$4.5M 0.01%
109,243
+14,379
863
$4.5M 0.01%
8,374
+82
864
$4.5M 0.01%
11,496
+256
865
$4.5M 0.01%
153,206
-7,683
866
$4.49M 0.01%
+54,766
867
$4.48M 0.01%
199,318
+29,512
868
$4.44M 0.01%
61,738
-187
869
$4.43M 0.01%
143,621
+2,737
870
$4.42M 0.01%
27,367
+2,495
871
$4.41M 0.01%
84,030
-13,899
872
$4.41M 0.01%
35,100
-4,431
873
$4.41M 0.01%
84,861
+36,284
874
$4.4M 0.01%
223,968
+109,555
875
$4.39M 0.01%
25,420
-354
33 34
35
36 37