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
2476
$90.9K ﹤0.01%
10,000
2477
$88.9K ﹤0.01%
10,976
2478
$88.6K ﹤0.01%
10,770
-4,173
2479
$88.5K ﹤0.01%
11,363
-4,218
2480
$87.9K ﹤0.01%
15,211
+2,051
2481
$82K ﹤0.01%
+11,258
2482
$79.6K ﹤0.01%
12,139
2483
$78.9K ﹤0.01%
10,313
2484
$75K ﹤0.01%
3,035
-3,067
2485
$73.4K ﹤0.01%
1,130
2486
$69.9K ﹤0.01%
1,438
2487
$68.6K ﹤0.01%
7,800
2488
$67.4K ﹤0.01%
+10,216
2489
$65.1K ﹤0.01%
11,137
-1,100
2490
$63.9K ﹤0.01%
+42,591
2491
$62.2K ﹤0.01%
18,250
-750
2492
$59.3K ﹤0.01%
+4
2493
$57K ﹤0.01%
21,200
2494
$53.5K ﹤0.01%
10,014
-300
2495
$52.5K ﹤0.01%
3,682
2496
$48K ﹤0.01%
4,512
2497
$47.1K ﹤0.01%
20,738
2498
$46.1K ﹤0.01%
26,728
-22
2499
$45.6K ﹤0.01%
59,992
2500
$36.5K ﹤0.01%
5,770
+1,350
98 99
100
101 102