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
1176
$2.17M ﹤0.01%
13,609
+2,455
1177
$2.16M ﹤0.01%
110,832
-32,588
1178
$2.16M ﹤0.01%
43,102
+6,535
1179
$2.15M ﹤0.01%
38,808
+2,522
1180
$2.15M ﹤0.01%
85,974
-16,416
1181
$2.15M ﹤0.01%
73,052
-31,446
1182
$2.15M ﹤0.01%
51,383
+15,772
1183
$2.14M ﹤0.01%
23,300
+6,186
1184
$2.13M ﹤0.01%
17,096
-3,744
1185
$2.13M ﹤0.01%
60,573
+8,331
1186
$2.13M ﹤0.01%
15,289
-529
1187
$2.13M ﹤0.01%
19,415
+795
1188
$2.12M ﹤0.01%
44,254
-739
1189
$2.12M ﹤0.01%
28,715
-3,522
1190
$2.12M ﹤0.01%
53,278
-1,490
1191
$2.12M ﹤0.01%
65,183
-969
1192
$2.12M ﹤0.01%
93,045
-51,022
1193
$2.12M ﹤0.01%
20,959
+89
1194
$2.11M ﹤0.01%
109,318
+20,031
1195
$2.11M ﹤0.01%
179,171
-35,017
1196
$2.11M ﹤0.01%
61,428
+1,460
1197
$2.11M ﹤0.01%
19,533
-3,791
1198
$2.11M ﹤0.01%
14,697
-1,605
1199
$2.09M ﹤0.01%
37,796
-25,693
1200
$2.09M ﹤0.01%
49,124
+7,925
46 47
48
49 50