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
1451
$1.2M ﹤0.01%
8,467
-2,065
1452
$1.19M ﹤0.01%
33,832
+2,359
1453
$1.19M ﹤0.01%
5,274
-15
1454
$1.19M ﹤0.01%
12,470
+379
1455
$1.19M ﹤0.01%
10,795
+557
1456
$1.19M ﹤0.01%
23,335
-3,931
1457
$1.19M ﹤0.01%
+50,557
1458
$1.18M ﹤0.01%
47,482
+37,307
1459
$1.18M ﹤0.01%
416,932
-109,749
1460
$1.17M ﹤0.01%
32,049
-58
1461
$1.17M ﹤0.01%
7,550
-18
1462
$1.17M ﹤0.01%
32,318
+218
1463
$1.17M ﹤0.01%
34,245
+4,625
1464
$1.17M ﹤0.01%
36,816
+6,197
1465
$1.16M ﹤0.01%
53,454
-5,709
1466
$1.16M ﹤0.01%
13,046
+603
1467
$1.16M ﹤0.01%
18,678
-688
1468
$1.16M ﹤0.01%
8,721
-12
1469
$1.16M ﹤0.01%
96,805
+3,600
1470
$1.16M ﹤0.01%
17,307
+4,522
1471
$1.16M ﹤0.01%
30,675
+607
1472
$1.15M ﹤0.01%
100,206
+162
1473
$1.15M ﹤0.01%
31,611
-7,337
1474
$1.15M ﹤0.01%
5,129
-1,299
1475
$1.14M ﹤0.01%
16,371
+2,825
57 58
59
60 61