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
201
$54.7M 0.09%
806,650
+77,656
202
$54.7M 0.09%
698,452
-53,314
203
$54.4M 0.09%
2,259,648
+185,594
204
$53.9M 0.09%
2,080,105
-15,776
205
$53.5M 0.09%
980,415
+159,993
206
$52.8M 0.09%
548,957
+17,124
207
$52.7M 0.09%
158,451
+2,399
208
$52.6M 0.09%
1,610,898
-487,297
209
$52.5M 0.09%
721,023
-38,439
210
$51.7M 0.09%
265,431
-4,961
211
$51.7M 0.09%
111
-3
212
$51.4M 0.09%
242,586
-4,865
213
$51.4M 0.09%
261,802
-276,864
214
$50.8M 0.09%
317,542
-33,860
215
$50.7M 0.09%
499,871
-2,423
216
$50.6M 0.09%
160,703
-10,741
217
$50.5M 0.09%
498,830
-97,941
218
$49.9M 0.09%
3,225,057
+98,073
219
$49.5M 0.09%
621,886
-93,850
220
$48.8M 0.08%
1,427,650
+121,350
221
$48.6M 0.08%
3,908,029
-32,210
222
$47.9M 0.08%
619,682
-1,803
223
$46.5M 0.08%
1,244,490
+301,014
224
$46.3M 0.08%
591,624
-45,073
225
$45.8M 0.08%
235,206
+15,176
7 8
9
10 11