Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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 11.82%
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
76
$183M 0.31%
2,371,994
+10,812
77
$181M 0.31%
1,704,038
+438,754
78
$179M 0.31%
583,486
+502,185
79
$176M 0.3%
2,603,142
-196,397
80
$174M 0.3%
1,523,171
+235,897
81
$171M 0.29%
344,464
-1,351
82
$171M 0.29%
1,278,979
+183,294
83
$165M 0.28%
4,038,267
+4,204
84
$163M 0.28%
4,297,727
-56,206
85
$162M 0.28%
2,519,740
+44,200
86
$159M 0.27%
1,584,222
+6,008
87
$159M 0.27%
709,821
-39,423
88
$158M 0.27%
1,235,222
-11,771
89
$158M 0.27%
2,323,303
-199,722
90
$156M 0.27%
3,512,934
+2,127,393
91
$151M 0.26%
1,624,936
-36,455
92
$150M 0.26%
535,301
-15,970
93
$148M 0.25%
2,295,550
+48,711
94
$148M 0.25%
513,752
-335
95
$147M 0.25%
1,188,425
-233
96
$147M 0.25%
2,939,945
+260,551
97
$147M 0.25%
733,492
-2,106
98
$146M 0.25%
2,893,647
+92,206
99
$145M 0.25%
3,147,321
+3,091,756
100
$144M 0.25%
3,195,781
-81,459
2 3
4
5 6