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
1101
$2.51M ﹤0.01%
69,700
+13,361
1102
$2.5M ﹤0.01%
37,873
-17,243
1103
$2.5M ﹤0.01%
23,749
+2,873
1104
$2.5M ﹤0.01%
109,043
+7,800
1105
$2.5M ﹤0.01%
32,134
-257
1106
$2.5M ﹤0.01%
74,858
-39,722
1107
$2.49M ﹤0.01%
104,976
-216,454
1108
$2.48M ﹤0.01%
54,099
+2,342
1109
$2.48M ﹤0.01%
18,648
+2,367
1110
$2.47M ﹤0.01%
41,170
+33,043
1111
$2.46M ﹤0.01%
64,810
+45
1112
$2.46M ﹤0.01%
161,601
+9,820
1113
$2.44M ﹤0.01%
56,562
-748
1114
$2.43M ﹤0.01%
27,052
-518
1115
$2.43M ﹤0.01%
14,713
-144
1116
$2.43M ﹤0.01%
25,243
-3,441
1117
$2.42M ﹤0.01%
+48,117
1118
$2.41M ﹤0.01%
42,542
+1,768
1119
$2.41M ﹤0.01%
26,900
-785
1120
$2.41M ﹤0.01%
6,732
-661
1121
$2.4M ﹤0.01%
28,413
+300
1122
$2.4M ﹤0.01%
91,888
+76,339
1123
$2.39M ﹤0.01%
19,682
+8,748
1124
$2.38M ﹤0.01%
68,034
-1,137
1125
$2.38M ﹤0.01%
52,739
+11,524
43 44
45
46 47