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
1226
$1.98M ﹤0.01%
22,198
+1,006
1227
$1.98M ﹤0.01%
31,903
-4,518
1228
$1.97M ﹤0.01%
11,193
-193
1229
$1.96M ﹤0.01%
91,197
-2,525
1230
$1.96M ﹤0.01%
23,007
+7,626
1231
$1.96M ﹤0.01%
+30,212
1232
$1.95M ﹤0.01%
87,221
+11,478
1233
$1.94M ﹤0.01%
17,692
+457
1234
$1.93M ﹤0.01%
120,820
+35,456
1235
$1.93M ﹤0.01%
6,453
-2,583
1236
$1.93M ﹤0.01%
13,548
-439
1237
$1.92M ﹤0.01%
28,650
+3,708
1238
$1.92M ﹤0.01%
53,268
-26,929
1239
$1.92M ﹤0.01%
166,238
+62
1240
$1.91M ﹤0.01%
198,460
-3,057
1241
$1.91M ﹤0.01%
68,209
+405
1242
$1.91M ﹤0.01%
62,958
-525
1243
$1.91M ﹤0.01%
34,327
-13,595
1244
$1.9M ﹤0.01%
57,175
-1,850
1245
$1.89M ﹤0.01%
83,401
+35,870
1246
$1.89M ﹤0.01%
29,422
-6,436
1247
$1.88M ﹤0.01%
36,818
-420
1248
$1.87M ﹤0.01%
46,278
+18,115
1249
$1.87M ﹤0.01%
49,556
-1,188
1250
$1.87M ﹤0.01%
10,899
+180
48 49
50
51 52