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
1151
$2.27M ﹤0.01%
230,292
+19,666
1152
$2.26M ﹤0.01%
43,092
+3,491
1153
$2.26M ﹤0.01%
+48,481
1154
$2.26M ﹤0.01%
151,452
+2,379
1155
$2.26M ﹤0.01%
17,049
+3,122
1156
$2.26M ﹤0.01%
16,793
-412
1157
$2.25M ﹤0.01%
31,008
-14,838
1158
$2.25M ﹤0.01%
37,212
+505
1159
$2.25M ﹤0.01%
69,850
+44,996
1160
$2.24M ﹤0.01%
20,864
+2,044
1161
$2.24M ﹤0.01%
82,525
-11,939
1162
$2.24M ﹤0.01%
274,841
+15,395
1163
$2.24M ﹤0.01%
72,050
+2,240
1164
$2.23M ﹤0.01%
65,024
+1,227
1165
$2.23M ﹤0.01%
26,221
-5,353
1166
$2.22M ﹤0.01%
135,608
+2,964
1167
$2.22M ﹤0.01%
97,248
+6,689
1168
$2.22M ﹤0.01%
48,146
+7,184
1169
$2.22M ﹤0.01%
65,745
+9,128
1170
$2.22M ﹤0.01%
39,409
+385
1171
$2.21M ﹤0.01%
100,108
-311,611
1172
$2.2M ﹤0.01%
+51,558
1173
$2.19M ﹤0.01%
6,648
+4,888
1174
$2.19M ﹤0.01%
38,000
+509
1175
$2.17M ﹤0.01%
40,552
-332
45 46
47
48 49