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
951
$3.69M 0.01%
49,248
+33,954
952
$3.68M 0.01%
69,552
-5,247
953
$3.68M 0.01%
26,547
-87
954
$3.67M 0.01%
+226,908
955
$3.65M 0.01%
69,326
+3,743
956
$3.65M 0.01%
41,239
-7,616
957
$3.64M 0.01%
49,091
+13,673
958
$3.64M 0.01%
58,226
-26,244
959
$3.63M 0.01%
59,550
-5,750
960
$3.62M 0.01%
135,040
-2,950
961
$3.61M 0.01%
223,069
+105,537
962
$3.6M 0.01%
90,486
+9,557
963
$3.6M 0.01%
19,272
-115
964
$3.58M 0.01%
66,049
+2,170
965
$3.58M 0.01%
17,132
-464
966
$3.55M 0.01%
31,578
+6,579
967
$3.53M 0.01%
57,141
-1,829
968
$3.53M 0.01%
17,476
+277
969
$3.52M 0.01%
48,704
-683
970
$3.5M 0.01%
25,852
-724
971
$3.49M 0.01%
63,503
-87,069
972
$3.47M 0.01%
14,863
-2,230
973
$3.47M 0.01%
137,742
+5,234
974
$3.47M 0.01%
154,210
-145,970
975
$3.46M 0.01%
154,043
-53,499
37 38
39
40 41