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
1426
$1.28M ﹤0.01%
194,459
-15,059
1427
$1.27M ﹤0.01%
79,727
-7,142
1428
$1.26M ﹤0.01%
25,805
+4,135
1429
$1.26M ﹤0.01%
17,476
+200
1430
$1.26M ﹤0.01%
20,322
-6,052
1431
$1.26M ﹤0.01%
18,547
+442
1432
$1.26M ﹤0.01%
6,146
-2,832
1433
$1.25M ﹤0.01%
28,610
+642
1434
$1.25M ﹤0.01%
33,404
+4,836
1435
$1.25M ﹤0.01%
33,480
-4,005
1436
$1.24M ﹤0.01%
46,107
-75,807
1437
$1.24M ﹤0.01%
8,468
-400
1438
$1.24M ﹤0.01%
13,940
+714
1439
$1.24M ﹤0.01%
236,128
+4,811
1440
$1.24M ﹤0.01%
9,388
+117
1441
$1.24M ﹤0.01%
33,483
+4,721
1442
$1.24M ﹤0.01%
222
+10
1443
$1.23M ﹤0.01%
41,782
+7,762
1444
$1.23M ﹤0.01%
56,666
-898
1445
$1.22M ﹤0.01%
52,051
+16,121
1446
$1.22M ﹤0.01%
137,439
-13,697
1447
$1.21M ﹤0.01%
10,843
+1,104
1448
$1.21M ﹤0.01%
109,930
+48,447
1449
$1.21M ﹤0.01%
5,791
+362
1450
$1.2M ﹤0.01%
45,988
-182,383
56 57
58
59 60