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
1201
$2.08M ﹤0.01%
25,026
+183
1202
$2.08M ﹤0.01%
152,717
-7,397
1203
$2.08M ﹤0.01%
59,333
-31
1204
$2.08M ﹤0.01%
+100,933
1205
$2.07M ﹤0.01%
14,550
-601
1206
$2.07M ﹤0.01%
77,740
+18,275
1207
$2.07M ﹤0.01%
35,960
+3,865
1208
$2.06M ﹤0.01%
89,718
+4,715
1209
$2.06M ﹤0.01%
+37,683
1210
$2.05M ﹤0.01%
16,567
-3,500
1211
$2.05M ﹤0.01%
8,770
-1,502
1212
$2.05M ﹤0.01%
55,329
+8,184
1213
$2.05M ﹤0.01%
9,702
+4,013
1214
$2.05M ﹤0.01%
28,012
-6,655
1215
$2.04M ﹤0.01%
169,377
-45,299
1216
$2.04M ﹤0.01%
241,833
+114,856
1217
$2.03M ﹤0.01%
129,933
+35,362
1218
$2.03M ﹤0.01%
132,850
-5,587
1219
$2.02M ﹤0.01%
26,576
-251
1220
$2.02M ﹤0.01%
54,186
-1,406
1221
$2.02M ﹤0.01%
57,336
-10,695
1222
$2.01M ﹤0.01%
58,769
+7,015
1223
$2.01M ﹤0.01%
19,156
-8,791
1224
$2.01M ﹤0.01%
20,941
+808
1225
$2.01M ﹤0.01%
10,761
-16,882
47 48
49
50 51