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
876
$4.33M 0.01%
391,764
-756,303
877
$4.32M 0.01%
28,012
+4,916
878
$4.31M 0.01%
19,688
-7,667
879
$4.3M 0.01%
123,168
+2,983
880
$4.3M 0.01%
64,746
-15,882
881
$4.28M 0.01%
48,590
-4,914
882
$4.28M 0.01%
55,065
+6,463
883
$4.28M 0.01%
2,794
-13
884
$4.27M 0.01%
121,098
+987
885
$4.26M 0.01%
84,074
+2,064
886
$4.25M 0.01%
154,030
+108,130
887
$4.22M 0.01%
24,684
+42
888
$4.22M 0.01%
38,955
-342
889
$4.21M 0.01%
41,611
-727
890
$4.2M 0.01%
84,786
-18
891
$4.19M 0.01%
23,946
-119
892
$4.19M 0.01%
82,109
-81,731
893
$4.15M 0.01%
70,852
+10,180
894
$4.14M 0.01%
184,330
-19,476
895
$4.13M 0.01%
86,279
+8,307
896
$4.13M 0.01%
5,604
-1,383
897
$4.11M 0.01%
49,145
-9,995
898
$4.09M 0.01%
349,907
+6,189
899
$4.09M 0.01%
116,594
-165
900
$4.08M 0.01%
124,333
-1,008
34 35
36
37 38