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
1401
$1.34M ﹤0.01%
62,024
1402
$1.34M ﹤0.01%
31,154
-1,836
1403
$1.34M ﹤0.01%
5,738
+756
1404
$1.33M ﹤0.01%
37,325
-2,545
1405
$1.33M ﹤0.01%
33,147
-10,729
1406
$1.33M ﹤0.01%
16,540
+2,430
1407
$1.33M ﹤0.01%
46,267
+143
1408
$1.33M ﹤0.01%
33,780
+2,360
1409
$1.32M ﹤0.01%
44,993
+21,781
1410
$1.32M ﹤0.01%
13,374
-8,369
1411
$1.32M ﹤0.01%
34,419
-1,732
1412
$1.32M ﹤0.01%
70,545
+4,541
1413
$1.32M ﹤0.01%
46,796
-22,974
1414
$1.31M ﹤0.01%
24,720
+15,151
1415
$1.31M ﹤0.01%
29,208
+5,631
1416
$1.31M ﹤0.01%
16,854
+1,219
1417
$1.31M ﹤0.01%
+28,972
1418
$1.3M ﹤0.01%
164,118
-8,103
1419
$1.3M ﹤0.01%
24,136
+1,515
1420
$1.3M ﹤0.01%
89,453
+30,761
1421
$1.3M ﹤0.01%
27,894
+3,129
1422
$1.3M ﹤0.01%
54,868
+7,521
1423
$1.3M ﹤0.01%
26,485
+67
1424
$1.29M ﹤0.01%
81,892
-1,874
1425
$1.29M ﹤0.01%
201,908
+4,343
55 56
57
58 59