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
1501
$1.08M ﹤0.01%
23,066
-2,510
1502
$1.08M ﹤0.01%
21,848
+5,073
1503
$1.08M ﹤0.01%
112,894
+59,460
1504
$1.07M ﹤0.01%
24,064
+1,200
1505
$1.07M ﹤0.01%
18,494
-73
1506
$1.07M ﹤0.01%
8,221
-4,404
1507
$1.06M ﹤0.01%
98,572
+21,096
1508
$1.06M ﹤0.01%
28,191
+64
1509
$1.06M ﹤0.01%
132,456
+46,287
1510
$1.06M ﹤0.01%
45,113
-11,682
1511
$1.05M ﹤0.01%
28,500
-1,618
1512
$1.04M ﹤0.01%
7,180
-5,950
1513
$1.04M ﹤0.01%
20,864
-533
1514
$1.04M ﹤0.01%
2,938
+185
1515
$1.04M ﹤0.01%
33,098
-5,668
1516
$1.04M ﹤0.01%
52,408
+26,963
1517
$1.04M ﹤0.01%
88,777
+145
1518
$1.03M ﹤0.01%
10,121
+581
1519
$1.03M ﹤0.01%
6,125
-6,988
1520
$1.03M ﹤0.01%
27,510
-2,442
1521
$1.03M ﹤0.01%
1,809
-105
1522
$1.02M ﹤0.01%
38,139
+1,196
1523
$1.02M ﹤0.01%
7,571
1524
$1.02M ﹤0.01%
26,664
+16,595
1525
$1.02M ﹤0.01%
33,807
+1,044
59 60
61
62 63