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
1126
$2.38M ﹤0.01%
25,573
-6,886
1127
$2.38M ﹤0.01%
74,067
-4,508
1128
$2.38M ﹤0.01%
36,991
-14,813
1129
$2.38M ﹤0.01%
127,973
+14,273
1130
$2.37M ﹤0.01%
307,618
-372
1131
$2.36M ﹤0.01%
20,063
-1,059
1132
$2.36M ﹤0.01%
63,592
+2,088
1133
$2.35M ﹤0.01%
94,683
-4,218
1134
$2.35M ﹤0.01%
114,638
+21,725
1135
$2.33M ﹤0.01%
97,363
+6,369
1136
$2.33M ﹤0.01%
50,762
-946
1137
$2.33M ﹤0.01%
50,196
+1,093
1138
$2.32M ﹤0.01%
44,245
+425
1139
$2.31M ﹤0.01%
+72,401
1140
$2.3M ﹤0.01%
78,174
+60,615
1141
$2.29M ﹤0.01%
95,568
-4,717
1142
$2.28M ﹤0.01%
124,599
-2,877
1143
$2.28M ﹤0.01%
180,476
+21,827
1144
$2.28M ﹤0.01%
23,189
-420
1145
$2.27M ﹤0.01%
80,177
+25,027
1146
$2.27M ﹤0.01%
11,332
+1,331
1147
$2.27M ﹤0.01%
79,169
+30,324
1148
$2.27M ﹤0.01%
163,377
-71,483
1149
$2.27M ﹤0.01%
45,895
-77,900
1150
$2.27M ﹤0.01%
43,030
+384
44 45
46
47 48