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
1526
$1.02M ﹤0.01%
+30,384
1527
$1.02M ﹤0.01%
142,039
-21,003
1528
$1.02M ﹤0.01%
20,275
-308
1529
$1.02M ﹤0.01%
3,289
+193
1530
$1.01M ﹤0.01%
40,556
+568
1531
$1.01M ﹤0.01%
21,219
-4,430
1532
$1.01M ﹤0.01%
61,489
-1,746
1533
$1.01M ﹤0.01%
36,788
-13,950
1534
$1M ﹤0.01%
155,098
-3,296
1535
$1M ﹤0.01%
32,879
+3,536
1536
$997K ﹤0.01%
39,108
-38,974
1537
$994K ﹤0.01%
17,208
+7,610
1538
$988K ﹤0.01%
21,849
+9,760
1539
$987K ﹤0.01%
372,280
+1,556
1540
$984K ﹤0.01%
1,715
1541
$982K ﹤0.01%
6,506
1542
$982K ﹤0.01%
21,691
-16,692
1543
$982K ﹤0.01%
51,485
-382
1544
$981K ﹤0.01%
34,317
-409
1545
$980K ﹤0.01%
19,135
-1,653
1546
$979K ﹤0.01%
+31,454
1547
$976K ﹤0.01%
48,643
+8,405
1548
$976K ﹤0.01%
19,984
-735
1549
$975K ﹤0.01%
18,208
+524
1550
$967K ﹤0.01%
56,359
+2,641
60 61
62
63 64