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
2001
$464K ﹤0.01%
8,387
-12,550
2002
$463K ﹤0.01%
11,500
2003
$461K ﹤0.01%
24,558
-342
2004
$460K ﹤0.01%
5,707
-1,202
2005
$459K ﹤0.01%
9,401
+3,754
2006
$457K ﹤0.01%
30,987
-9,465
2007
$457K ﹤0.01%
12,146
-4,567
2008
$457K ﹤0.01%
10,855
+275
2009
$456K ﹤0.01%
16,589
+831
2010
$456K ﹤0.01%
82,787
+4,048
2011
$456K ﹤0.01%
13,300
-123
2012
$456K ﹤0.01%
4,993
+225
2013
$454K ﹤0.01%
7,606
-81
2014
$453K ﹤0.01%
18,412
2015
$452K ﹤0.01%
+5,951
2016
$452K ﹤0.01%
15,190
-1,881
2017
$452K ﹤0.01%
20,403
-1,527
2018
$451K ﹤0.01%
6,487
+205
2019
$449K ﹤0.01%
3,833
+477
2020
$449K ﹤0.01%
2,875
2021
$444K ﹤0.01%
4,336
+172
2022
$444K ﹤0.01%
6,544
+199
2023
$443K ﹤0.01%
19,553
2024
$443K ﹤0.01%
12,369
-20,004
2025
$440K ﹤0.01%
62,175
+31
79 80
81
82 83