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
1301
$1.67M ﹤0.01%
23,479
+5,954
1302
$1.67M ﹤0.01%
7,919
+1,042
1303
$1.67M ﹤0.01%
68,792
-12,405
1304
$1.67M ﹤0.01%
16,652
-252
1305
$1.66M ﹤0.01%
31,896
+1,093
1306
$1.66M ﹤0.01%
27,213
-1,027
1307
$1.66M ﹤0.01%
47,311
-228
1308
$1.65M ﹤0.01%
48,143
+83
1309
$1.65M ﹤0.01%
84,441
+606
1310
$1.64M ﹤0.01%
13,468
-20
1311
$1.64M ﹤0.01%
45,234
-4,109
1312
$1.64M ﹤0.01%
26,361
+2,214
1313
$1.64M ﹤0.01%
77,467
+4,035
1314
$1.63M ﹤0.01%
41,646
-361
1315
$1.63M ﹤0.01%
50,442
+39,947
1316
$1.62M ﹤0.01%
100,230
+5,710
1317
$1.62M ﹤0.01%
38,147
-5,299
1318
$1.62M ﹤0.01%
206,839
-4,685
1319
$1.61M ﹤0.01%
48,771
+26,970
1320
$1.61M ﹤0.01%
52,210
-10,927
1321
$1.6M ﹤0.01%
19,405
+6,313
1322
$1.59M ﹤0.01%
12,122
+3,029
1323
$1.59M ﹤0.01%
7,660
+3,091
1324
$1.58M ﹤0.01%
54,030
-3,228
1325
$1.57M ﹤0.01%
45,928
+4,229
51 52
53
54 55