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
151
$79.5M 0.14%
802,058
+113,896
152
$79.4M 0.14%
382,615
+88,036
153
$79M 0.14%
844,370
-11,781
154
$78.4M 0.13%
4,070,917
+166,945
155
$78.1M 0.13%
1,241,765
+77,961
156
$77.9M 0.13%
94,807
-16,129
157
$77.7M 0.13%
1,163,676
-47,441
158
$77.3M 0.13%
1,007,858
+340,531
159
$76.7M 0.13%
624,476
+17,096
160
$76.7M 0.13%
354,255
+257,732
161
$76.5M 0.13%
831,416
-124,363
162
$76.4M 0.13%
458,184
-1,470
163
$74.9M 0.13%
352,508
-8,885
164
$74.4M 0.13%
215,845
-29,808
165
$74.1M 0.13%
1,065,367
+1,350
166
$73.2M 0.13%
695,154
+182,099
167
$73M 0.13%
595,184
-62,346
168
$72.3M 0.12%
1,537,655
+128,875
169
$71.7M 0.12%
1,225,638
-334,725
170
$71.6M 0.12%
786,407
-240,250
171
$68.8M 0.12%
1,907,234
+172,157
172
$68.7M 0.12%
373,632
+6,515
173
$68M 0.12%
640,592
-20,495
174
$68M 0.12%
340,505
+7,017
175
$66.8M 0.11%
122,445
+2,104
5 6
7
8 9