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
176
$66.4M 0.11%
144,804
-715
177
$66M 0.11%
1,033,419
-75,745
178
$65.8M 0.11%
502,094
-64,955
179
$65.3M 0.11%
288,771
+85,752
180
$64.2M 0.11%
1,599,752
-308,434
181
$63.6M 0.11%
837,690
+7,705
182
$62.9M 0.11%
862,016
-78,834
183
$60.5M 0.1%
1,165,089
+233,213
184
$60.4M 0.1%
729,857
+16,781
185
$60.2M 0.1%
1,578,322
+26,804
186
$60.1M 0.1%
1,090,761
+290,467
187
$60M 0.1%
1,186,305
+45,071
188
$58.9M 0.1%
22,219
+9,712
189
$58.6M 0.1%
702,173
+44,765
190
$58.4M 0.1%
923,017
+69,243
191
$58M 0.1%
1,299,359
-15,935
192
$57.9M 0.1%
762,542
-169,349
193
$57.6M 0.1%
251,659
+19,246
194
$57.6M 0.1%
309,566
-1,040
195
$57.5M 0.1%
512,680
-27,031
196
$56.3M 0.1%
1,392,962
-39,429
197
$56.1M 0.1%
153,792
+476
198
$54.9M 0.09%
142,461
+24,696
199
$54.8M 0.09%
660,828
-162,731
200
$54.8M 0.09%
1,754,391
-29,078
6 7
8
9 10