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
1551
$965K ﹤0.01%
3,176
-1,107
1552
$961K ﹤0.01%
36,082
-33,281
1553
$959K ﹤0.01%
36,921
-1,493
1554
$956K ﹤0.01%
70,000
-18,788
1555
$955K ﹤0.01%
13,271
+8,703
1556
$955K ﹤0.01%
19,298
-25,202
1557
$954K ﹤0.01%
25,501
+875
1558
$954K ﹤0.01%
22,736
+783
1559
$952K ﹤0.01%
71,838
1560
$951K ﹤0.01%
53,508
+1,528
1561
$951K ﹤0.01%
49,132
+15,426
1562
$949K ﹤0.01%
11,575
+5,370
1563
$949K ﹤0.01%
+32,970
1564
$947K ﹤0.01%
34,210
-288
1565
$946K ﹤0.01%
17,296
+258
1566
$943K ﹤0.01%
4,118
-217
1567
$941K ﹤0.01%
17,952
+2,261
1568
$938K ﹤0.01%
71,645
+7,862
1569
$937K ﹤0.01%
18,575
+1,252
1570
$937K ﹤0.01%
17,476
+4,403
1571
$936K ﹤0.01%
39,918
-20,528
1572
$936K ﹤0.01%
9,560
+191
1573
$932K ﹤0.01%
32,768
+987
1574
$932K ﹤0.01%
16,189
+273
1575
$931K ﹤0.01%
185,500
-208
61 62
63
64 65