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
1601
$890K ﹤0.01%
14,001
-17,739
1602
$889K ﹤0.01%
20,513
+75
1603
$888K ﹤0.01%
16,573
+755
1604
$888K ﹤0.01%
12,277
+2,419
1605
$887K ﹤0.01%
+23,180
1606
$883K ﹤0.01%
4,810
-2,449
1607
$881K ﹤0.01%
20,070
+2,080
1608
$876K ﹤0.01%
23,788
-69,580
1609
$876K ﹤0.01%
13,234
+3,698
1610
$875K ﹤0.01%
9,159
+268
1611
$871K ﹤0.01%
42,292
+20,478
1612
$870K ﹤0.01%
17,685
-12,288
1613
$870K ﹤0.01%
25,723
-350
1614
$869K ﹤0.01%
45,555
+1,382
1615
$869K ﹤0.01%
7,152
+154
1616
$868K ﹤0.01%
36,829
+1,351
1617
$868K ﹤0.01%
30,713
-2,422
1618
$867K ﹤0.01%
25,674
+1,455
1619
$866K ﹤0.01%
14,242
+1,308
1620
$861K ﹤0.01%
23,556
+3,175
1621
$860K ﹤0.01%
119,664
+4,715
1622
$858K ﹤0.01%
6,388
-13,968
1623
$858K ﹤0.01%
9,245
-1,119
1624
$855K ﹤0.01%
46,978
-271
1625
$854K ﹤0.01%
29,369
+19,013
63 64
65
66 67