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
1351
$1.48M ﹤0.01%
9,118
+240
1352
$1.48M ﹤0.01%
36,175
+891
1353
$1.48M ﹤0.01%
37,759
-755
1354
$1.47M ﹤0.01%
210,371
+4,768
1355
$1.47M ﹤0.01%
43,967
-83,600
1356
$1.47M ﹤0.01%
52,734
-141,045
1357
$1.47M ﹤0.01%
143,801
+35,439
1358
$1.46M ﹤0.01%
30,167
-885
1359
$1.46M ﹤0.01%
10,751
-2,860
1360
$1.46M ﹤0.01%
30,053
+9,839
1361
$1.46M ﹤0.01%
26,911
+2,978
1362
$1.46M ﹤0.01%
53,398
-9,429
1363
$1.45M ﹤0.01%
59,338
+5,717
1364
$1.45M ﹤0.01%
49,320
+3,350
1365
$1.44M ﹤0.01%
27,982
-18,547
1366
$1.44M ﹤0.01%
55,317
+639
1367
$1.44M ﹤0.01%
30,511
-148,694
1368
$1.44M ﹤0.01%
71,280
+10,934
1369
$1.44M ﹤0.01%
34,925
+12,450
1370
$1.44M ﹤0.01%
22,931
+1,583
1371
$1.44M ﹤0.01%
79,703
+7,314
1372
$1.43M ﹤0.01%
20,954
+1,344
1373
$1.43M ﹤0.01%
118,718
-17,269
1374
$1.43M ﹤0.01%
102,088
-2,638
1375
$1.42M ﹤0.01%
6,543
-1,445
53 54
55
56 57