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
1051
$2.89M 0.01%
48,136
-12,015
1052
$2.89M 0.01%
30,121
-22
1053
$2.88M 0.01%
78,845
+2,414
1054
$2.88M ﹤0.01%
10,758
-2,416
1055
$2.88M ﹤0.01%
81,854
+5,571
1056
$2.86M ﹤0.01%
26,224
+820
1057
$2.86M ﹤0.01%
89,037
+21,514
1058
$2.86M ﹤0.01%
16,278
-549
1059
$2.85M ﹤0.01%
12,270
-871
1060
$2.85M ﹤0.01%
137,051
+11,048
1061
$2.84M ﹤0.01%
239,212
+10,304
1062
$2.84M ﹤0.01%
75,407
-2,255
1063
$2.83M ﹤0.01%
280,821
-10,288
1064
$2.82M ﹤0.01%
52,085
+921
1065
$2.81M ﹤0.01%
141,440
-4,012
1066
$2.79M ﹤0.01%
20,671
+1,467
1067
$2.79M ﹤0.01%
38,972
-2,511
1068
$2.79M ﹤0.01%
19,162
-409
1069
$2.79M ﹤0.01%
19,686
-44
1070
$2.79M ﹤0.01%
23,602
+80
1071
$2.79M ﹤0.01%
203,319
-11,176
1072
$2.77M ﹤0.01%
26,483
-457
1073
$2.77M ﹤0.01%
112,698
+6,277
1074
$2.76M ﹤0.01%
10,763
-99
1075
$2.76M ﹤0.01%
89,593
+4,244
41 42
43
44 45