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
1001
$3.25M 0.01%
59,967
+13,555
1002
$3.24M 0.01%
176,352
+20,524
1003
$3.24M 0.01%
78,845
-3,275
1004
$3.22M 0.01%
97,535
-2,368
1005
$3.21M 0.01%
42,276
-4,536
1006
$3.2M 0.01%
222,118
-2,989
1007
$3.2M 0.01%
52,448
+3,903
1008
$3.19M 0.01%
16,102
+33
1009
$3.19M 0.01%
135,422
-12,258
1010
$3.19M 0.01%
12,347
-595
1011
$3.18M 0.01%
93,029
+6,667
1012
$3.18M 0.01%
102,420
-16,160
1013
$3.17M 0.01%
47,482
+1,133
1014
$3.16M 0.01%
52,813
-1,458
1015
$3.16M 0.01%
24,129
-616
1016
$3.16M 0.01%
148,242
-4,883
1017
$3.16M 0.01%
75,236
+2,012
1018
$3.16M 0.01%
394,379
-102,693
1019
$3.15M 0.01%
23,423
-209
1020
$3.15M 0.01%
46,660
-13
1021
$3.14M 0.01%
23,230
+10,415
1022
$3.11M 0.01%
99,671
-3,756
1023
$3.11M 0.01%
9,306
+334
1024
$3.11M 0.01%
221,996
+22,570
1025
$3.08M 0.01%
140,832
+8,409
39 40
41
42 43