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
1676
$776K ﹤0.01%
21,312
+183
1677
$776K ﹤0.01%
5,751
-70
1678
$774K ﹤0.01%
8,541
1679
$772K ﹤0.01%
43,616
1680
$772K ﹤0.01%
17,384
+9,298
1681
$770K ﹤0.01%
22,314
+73
1682
$769K ﹤0.01%
21,339
+2,529
1683
$769K ﹤0.01%
22,623
-171
1684
$767K ﹤0.01%
2,406
-1,879
1685
$766K ﹤0.01%
32,307
-28,116
1686
$764K ﹤0.01%
13,408
-1,000
1687
$760K ﹤0.01%
17,435
+221
1688
$760K ﹤0.01%
30,656
+828
1689
$759K ﹤0.01%
23,012
-541
1690
$759K ﹤0.01%
+18,521
1691
$757K ﹤0.01%
13,028
-7,574
1692
$755K ﹤0.01%
12,336
-1,503
1693
$754K ﹤0.01%
17,156
+1,866
1694
$752K ﹤0.01%
17,924
-11,058
1695
$752K ﹤0.01%
48,940
+27,857
1696
$752K ﹤0.01%
16,712
-200
1697
$750K ﹤0.01%
17,656
-8,912
1698
$748K ﹤0.01%
2,432
1699
$748K ﹤0.01%
1,255
1700
$744K ﹤0.01%
23,268
+5
66 67
68
69 70