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
901
$4.06M 0.01%
127,631
-11,898
902
$4.04M 0.01%
37,538
-26,814
903
$4.03M 0.01%
66,159
+5,430
904
$4.03M 0.01%
186,558
-41,792
905
$4.02M 0.01%
41,020
-2,403
906
$4M 0.01%
58,271
+235
907
$4M 0.01%
+200,284
908
$4M 0.01%
43,772
+6,303
909
$3.99M 0.01%
38,863
-286
910
$3.99M 0.01%
20,050
-134
911
$3.97M 0.01%
34,878
-79
912
$3.97M 0.01%
45,000
-2,780
913
$3.97M 0.01%
43,275
-1,052
914
$3.96M 0.01%
37,885
-896
915
$3.96M 0.01%
240,083
+73,984
916
$3.95M 0.01%
33,515
-2,106
917
$3.95M 0.01%
25,484
-8,536
918
$3.94M 0.01%
69,627
-72,412
919
$3.94M 0.01%
+92,770
920
$3.93M 0.01%
18,827
+3,752
921
$3.92M 0.01%
88,587
+531
922
$3.91M 0.01%
21,824
+825
923
$3.9M 0.01%
59,972
+582
924
$3.87M 0.01%
41,474
-7,062
925
$3.86M 0.01%
130,794
+1,282
35 36
37
38 39