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
126
$101M 0.17%
1,224,887
-516,533
127
$101M 0.17%
2,061,033
-186,781
128
$94.4M 0.16%
551,067
+23,539
129
$94M 0.16%
1,793,857
+263,208
130
$92.2M 0.16%
1,050,198
-65,070
131
$92.2M 0.16%
1,143,555
-934,582
132
$92.2M 0.16%
1,156,129
+56,510
133
$91.6M 0.16%
460,307
-20,755
134
$90.1M 0.16%
1,292,547
+124,957
135
$89M 0.15%
825,715
-129,012
136
$88.9M 0.15%
435,120
-68,295
137
$87.7M 0.15%
196,702
+1,205
138
$87.5M 0.15%
1,509,383
-22,229
139
$86.9M 0.15%
3,565,065
+107,493
140
$86.1M 0.15%
469,909
-1,868
141
$83.9M 0.14%
921,456
-92,196
142
$83.6M 0.14%
243,401
-724
143
$83.5M 0.14%
865,757
-5,956
144
$83.5M 0.14%
216,678
+1,953
145
$82.8M 0.14%
200,580
+13,857
146
$82.3M 0.14%
944,998
+30,197
147
$82.2M 0.14%
364,773
-107,626
148
$81M 0.14%
1,430,610
+65,325
149
$79.9M 0.14%
669,456
+14,307
150
$79.7M 0.14%
349,180
-19,303
4 5
6
7 8