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
101
$138M 0.24%
3,541,675
+222,019
102
$135M 0.23%
706,614
-142,535
103
$133M 0.23%
1,206,511
+183,015
104
$132M 0.23%
624,813
+63,888
105
$132M 0.23%
1,425,739
-256,722
106
$130M 0.22%
225,948
-8,342
107
$130M 0.22%
1,024,442
+67,419
108
$127M 0.22%
349,417
-14,503
109
$127M 0.22%
1,279,771
-26,989
110
$126M 0.22%
266,670
+1,899
111
$126M 0.22%
1,571,393
-520,342
112
$124M 0.21%
1,046,943
+867,131
113
$123M 0.21%
465,485
-70,484
114
$123M 0.21%
2,033,648
+7,161
115
$121M 0.21%
574,270
+11,198
116
$121M 0.21%
1,581,978
-1,208,111
117
$119M 0.21%
299,256
+7,321
118
$119M 0.21%
4,174,236
-118,117
119
$117M 0.2%
871,520
-495,743
120
$116M 0.2%
837,334
-958
121
$116M 0.2%
1,110,434
-1,699,060
122
$115M 0.2%
1,164,013
-57,536
123
$110M 0.19%
580,704
-3,797
124
$107M 0.18%
575,303
-22,326
125
$102M 0.18%
762,610
-15,607
3 4
5
6 7