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
2501
$33.6K ﹤0.01%
11,423
2502
$32.5K ﹤0.01%
11,750
2503
$31.5K ﹤0.01%
1,799
-84
2504
$30.7K ﹤0.01%
+10,882
2505
$26.5K ﹤0.01%
63,867
2506
$23.6K ﹤0.01%
+12,000
2507
$22.8K ﹤0.01%
+2,728
2508
$18.6K ﹤0.01%
620
2509
$13.8K ﹤0.01%
10,000
-6,125
2510
$13.6K ﹤0.01%
1,543
2511
$13.5K ﹤0.01%
+11,000
2512
$12.8K ﹤0.01%
956
+57
2513
$12.4K ﹤0.01%
36,667
2514
$12.3K ﹤0.01%
+13,867
2515
$11.9K ﹤0.01%
1,354
2516
$8.9K ﹤0.01%
673
2517
$6.98K ﹤0.01%
1,002
2518
$1.07K ﹤0.01%
400
2519
– –
-11,600
2520
– –
0
2521
– –
-17,166
2522
– –
-4,507
2523
– –
-23,197
2524
– –
-3,408
2525
– –
-10,432
99 100
101
102 103