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
1376
$1.42M ﹤0.01%
75,405
+29,112
1377
$1.42M ﹤0.01%
20,087
+1,152
1378
$1.42M ﹤0.01%
17,201
-1,397
1379
$1.41M ﹤0.01%
27,492
+54
1380
$1.41M ﹤0.01%
7,617
-939
1381
$1.4M ﹤0.01%
53,897
+1,254
1382
$1.4M ﹤0.01%
37,211
-869
1383
$1.4M ﹤0.01%
10,618
-440
1384
$1.4M ﹤0.01%
38,731
+486
1385
$1.39M ﹤0.01%
21,837
-8,770
1386
$1.39M ﹤0.01%
9,237
-2,921
1387
$1.37M ﹤0.01%
21,724
+187
1388
$1.37M ﹤0.01%
7,390
+1,072
1389
$1.37M ﹤0.01%
41,112
+20,112
1390
$1.36M ﹤0.01%
169,340
-7,983
1391
$1.36M ﹤0.01%
42,691
-48,114
1392
$1.35M ﹤0.01%
12,091
+296
1393
$1.35M ﹤0.01%
47,402
+2,875
1394
$1.35M ﹤0.01%
433,001
1395
$1.35M ﹤0.01%
16,537
+237
1396
$1.35M ﹤0.01%
13,343
-145
1397
$1.35M ﹤0.01%
86,583
+2,935
1398
$1.35M ﹤0.01%
193,395
-1,110
1399
$1.35M ﹤0.01%
28,426
1400
$1.34M ﹤0.01%
46,210
-7,308
54 55
56
57 58