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
1276
$1.74M ﹤0.01%
13,912
-936
1277
$1.73M ﹤0.01%
45,917
+3,073
1278
$1.73M ﹤0.01%
7,853
+1,793
1279
$1.73M ﹤0.01%
1,253
-115
1280
$1.72M ﹤0.01%
36,116
-602,946
1281
$1.72M ﹤0.01%
63,944
-13,746
1282
$1.72M ﹤0.01%
15,727
+1,586
1283
$1.71M ﹤0.01%
79,080
+22,649
1284
$1.71M ﹤0.01%
23,015
-5,632
1285
$1.71M ﹤0.01%
104,670
+9,434
1286
$1.7M ﹤0.01%
82,361
-6,663
1287
$1.7M ﹤0.01%
13,396
+127
1288
$1.7M ﹤0.01%
48,317
-2,700
1289
$1.7M ﹤0.01%
29,271
-858
1290
$1.7M ﹤0.01%
6,693
-196
1291
$1.69M ﹤0.01%
62,812
+1,877
1292
$1.69M ﹤0.01%
13,366
+997
1293
$1.69M ﹤0.01%
78,567
+603
1294
$1.68M ﹤0.01%
23,994
-5,721
1295
$1.68M ﹤0.01%
20,836
-1,214
1296
$1.68M ﹤0.01%
38,007
-2,281
1297
$1.68M ﹤0.01%
1,435
+87
1298
$1.67M ﹤0.01%
9,499
+1
1299
$1.67M ﹤0.01%
30,073
+9,847
1300
$1.67M ﹤0.01%
1,423
+96
50 51
52
53 54