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
1076
$2.75M ﹤0.01%
68,514
+77
1077
$2.75M ﹤0.01%
29,735
+154
1078
$2.72M ﹤0.01%
62,072
-11,410
1079
$2.68M ﹤0.01%
110,022
+1,846
1080
$2.68M ﹤0.01%
93,071
-4,000
1081
$2.68M ﹤0.01%
48,258
-1,852
1082
$2.67M ﹤0.01%
379,193
-4,433
1083
$2.66M ﹤0.01%
112,847
+29,009
1084
$2.65M ﹤0.01%
54,665
+40
1085
$2.64M ﹤0.01%
120,438
+1,825
1086
$2.62M ﹤0.01%
49,170
+41,105
1087
$2.62M ﹤0.01%
143,518
-21,790
1088
$2.61M ﹤0.01%
69,938
-37,950
1089
$2.61M ﹤0.01%
22,597
+10,968
1090
$2.6M ﹤0.01%
75,209
-880
1091
$2.6M ﹤0.01%
152,862
-41,788
1092
$2.59M ﹤0.01%
27,990
+21,258
1093
$2.58M ﹤0.01%
58,060
-20,965
1094
$2.57M ﹤0.01%
154,945
-1,872
1095
$2.57M ﹤0.01%
61,740
-48,558
1096
$2.56M ﹤0.01%
12,163
+8,145
1097
$2.53M ﹤0.01%
8,307
-2,179
1098
$2.52M ﹤0.01%
33,077
-381
1099
$2.52M ﹤0.01%
80,913
+71,736
1100
$2.52M ﹤0.01%
34,979
-34
42 43
44
45 46