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
1326
$1.57M ﹤0.01%
113,173
+16,692
1327
$1.56M ﹤0.01%
21,827
+315
1328
$1.56M ﹤0.01%
100,664
-937
1329
$1.56M ﹤0.01%
24,132
-8,105
1330
$1.56M ﹤0.01%
48,848
+4,575
1331
$1.56M ﹤0.01%
30,119
1332
$1.55M ﹤0.01%
20,888
-5,794
1333
$1.54M ﹤0.01%
49,738
+2,060
1334
$1.54M ﹤0.01%
25,939
+4,799
1335
$1.54M ﹤0.01%
126,855
+2,635
1336
$1.54M ﹤0.01%
5,749
-922
1337
$1.54M ﹤0.01%
30,627
-14,788
1338
$1.53M ﹤0.01%
61,467
-7,676
1339
$1.52M ﹤0.01%
20,870
+75
1340
$1.52M ﹤0.01%
27,561
+9,371
1341
$1.51M ﹤0.01%
46,513
-3,689
1342
$1.51M ﹤0.01%
27,860
+1,072
1343
$1.51M ﹤0.01%
103,108
-5,200
1344
$1.5M ﹤0.01%
78,526
-3,636
1345
$1.5M ﹤0.01%
126,649
-10,111
1346
$1.5M ﹤0.01%
+17,204
1347
$1.49M ﹤0.01%
24,515
-7,928
1348
$1.49M ﹤0.01%
12,727
+1,421
1349
$1.48M ﹤0.01%
23,466
-1,273
1350
$1.48M ﹤0.01%
183,568
+27,163
52 53
54
55 56