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
976
$3.45M 0.01%
40,203
-28,348
977
$3.44M 0.01%
39,289
-1,354
978
$3.41M 0.01%
56,269
+1,570
979
$3.4M 0.01%
106,309
-9,605
980
$3.4M 0.01%
16,792
+450
981
$3.4M 0.01%
292,908
-1,984
982
$3.38M 0.01%
58,046
-11,286
983
$3.38M 0.01%
43,646
+8,825
984
$3.37M 0.01%
252,788
+7,389
985
$3.37M 0.01%
35,371
-9,664
986
$3.36M 0.01%
155,862
-17,109
987
$3.36M 0.01%
109,418
+4,291
988
$3.34M 0.01%
126,850
+7,807
989
$3.32M 0.01%
181,102
+39,183
990
$3.32M 0.01%
23,459
+494
991
$3.32M 0.01%
+77,650
992
$3.31M 0.01%
109,172
-448
993
$3.31M 0.01%
+124,554
994
$3.31M 0.01%
52,019
+6,521
995
$3.3M 0.01%
19,141
-2,817
996
$3.27M 0.01%
36,589
-135
997
$3.27M 0.01%
23,522
-3,980
998
$3.26M 0.01%
50,492
+9,026
999
$3.26M 0.01%
22,227
-1,073
1000
$3.26M 0.01%
84,233
-9,298
38 39
40
41 42