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
1651
$822K ﹤0.01%
29,800
-1,403
1652
$819K ﹤0.01%
8,360
+427
1653
$815K ﹤0.01%
29,873
-227
1654
$814K ﹤0.01%
36,799
-5,173
1655
$812K ﹤0.01%
6,741
-1,076
1656
$812K ﹤0.01%
18,607
-6,682
1657
$812K ﹤0.01%
9,898
-5,080
1658
$809K ﹤0.01%
17,264
+11,259
1659
$805K ﹤0.01%
17,920
+564
1660
$803K ﹤0.01%
77,752
+7,554
1661
$803K ﹤0.01%
91,336
-161,309
1662
$802K ﹤0.01%
38,878
-23,111
1663
$800K ﹤0.01%
34,764
-7,735
1664
$794K ﹤0.01%
96,634
-400,659
1665
$793K ﹤0.01%
15,149
-420
1666
$793K ﹤0.01%
6,976
-750
1667
$790K ﹤0.01%
7,239
-61,321
1668
$789K ﹤0.01%
+58,706
1669
$789K ﹤0.01%
7,817
+786
1670
$784K ﹤0.01%
3,615
-2,226
1671
$783K ﹤0.01%
10,826
+71
1672
$782K ﹤0.01%
28,539
-58,463
1673
$782K ﹤0.01%
16,364
+3,955
1674
$778K ﹤0.01%
9,088
+596
1675
$778K ﹤0.01%
18,526
+184
65 66
67
68 69