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
1701
$743K ﹤0.01%
20,131
-19,673
1702
$741K ﹤0.01%
35,918
+6,304
1703
$740K ﹤0.01%
16,041
-448,931
1704
$740K ﹤0.01%
13,140
1705
$740K ﹤0.01%
20,269
+31
1706
$737K ﹤0.01%
42,237
+4,636
1707
$736K ﹤0.01%
59,151
+4,423
1708
$735K ﹤0.01%
9,944
+7,093
1709
$734K ﹤0.01%
27,685
-613
1710
$734K ﹤0.01%
25,316
+12,809
1711
$733K ﹤0.01%
28,733
+2,693
1712
$730K ﹤0.01%
21,154
+2,604
1713
$727K ﹤0.01%
89,408
-2,496
1714
$727K ﹤0.01%
19,340
+6,089
1715
$724K ﹤0.01%
3,447
-579
1716
$721K ﹤0.01%
5,077
+535
1717
$719K ﹤0.01%
17,439
+234
1718
$719K ﹤0.01%
31,043
-3,858
1719
$717K ﹤0.01%
34,206
-641
1720
$716K ﹤0.01%
53,142
+4,687
1721
$716K ﹤0.01%
40,926
-43,889
1722
$716K ﹤0.01%
26,605
-32,353
1723
$712K ﹤0.01%
54,000
1724
$710K ﹤0.01%
36,389
-1,048
1725
$710K ﹤0.01%
40,693
-44,040
67 68
69
70 71