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
1626
$849K ﹤0.01%
83,661
-36,614,199
1627
$849K ﹤0.01%
43,967
1628
$848K ﹤0.01%
4,299
-302
1629
$848K ﹤0.01%
36,049
-8,466
1630
$847K ﹤0.01%
35,274
-7,195
1631
$847K ﹤0.01%
13,516
+2,851
1632
$845K ﹤0.01%
10,133
+1,241
1633
$843K ﹤0.01%
42,453
-1,953
1634
$842K ﹤0.01%
9,744
-570
1635
$841K ﹤0.01%
26,303
+4,208
1636
$841K ﹤0.01%
22,892
-436
1637
$840K ﹤0.01%
74,912
+5,107
1638
$838K ﹤0.01%
34,884
+7,462
1639
$837K ﹤0.01%
19,715
1640
$836K ﹤0.01%
48,000
+171
1641
$835K ﹤0.01%
12,226
+1,301
1642
$834K ﹤0.01%
44,325
+6,539
1643
$833K ﹤0.01%
8,551
-87
1644
$831K ﹤0.01%
72,310
+58,070
1645
$830K ﹤0.01%
25,952
1646
$830K ﹤0.01%
64,003
-1,589
1647
$828K ﹤0.01%
14,297
+308
1648
$828K ﹤0.01%
16,684
+1,379
1649
$824K ﹤0.01%
35,012
-435
1650
$823K ﹤0.01%
18,515
64 65
66
67 68