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
1726
$708K ﹤0.01%
5,824
+254
1727
$708K ﹤0.01%
24,850
+544
1728
$707K ﹤0.01%
53,903
-4,464
1729
$705K ﹤0.01%
8,145
-225
1730
$705K ﹤0.01%
37,577
-280
1731
$704K ﹤0.01%
46,706
+2
1732
$704K ﹤0.01%
16,638
-3,401
1733
$702K ﹤0.01%
23,314
-4,001
1734
$701K ﹤0.01%
88,906
-15,358
1735
$701K ﹤0.01%
39,648
-20,112
1736
$701K ﹤0.01%
3,835
+372
1737
$700K ﹤0.01%
92,505
+51,175
1738
$699K ﹤0.01%
15,672
+541
1739
$695K ﹤0.01%
21,793
-3,140
1740
$694K ﹤0.01%
12,510
-3,988
1741
$693K ﹤0.01%
22,028
-2,101
1742
$693K ﹤0.01%
20,328
-2,288
1743
$692K ﹤0.01%
+14,600
1744
$691K ﹤0.01%
+27,718
1745
$691K ﹤0.01%
+69,947
1746
$691K ﹤0.01%
1,930
-886
1747
$690K ﹤0.01%
26,192
-2,613
1748
$688K ﹤0.01%
23,129
+5
1749
$687K ﹤0.01%
27,564
1750
$687K ﹤0.01%
+7,739
68 69
70
71 72