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
1751
$686K ﹤0.01%
38,161
-124
1752
$685K ﹤0.01%
16,526
-4,083
1753
$684K ﹤0.01%
62,067
+2,946
1754
$683K ﹤0.01%
25,215
-5,011
1755
$683K ﹤0.01%
+56,883
1756
$682K ﹤0.01%
6,386
+47
1757
$682K ﹤0.01%
13,043
+604
1758
$680K ﹤0.01%
31,398
+8,861
1759
$679K ﹤0.01%
26,528
+7,618
1760
$678K ﹤0.01%
+11,743
1761
$676K ﹤0.01%
16,569
+170
1762
$675K ﹤0.01%
15,720
1763
$674K ﹤0.01%
+5,244
1764
$674K ﹤0.01%
8,476
-14
1765
$671K ﹤0.01%
10,189
+857
1766
$670K ﹤0.01%
26,015
+18,340
1767
$669K ﹤0.01%
71,896
+60,428
1768
$668K ﹤0.01%
17,634
-2
1769
$668K ﹤0.01%
20,712
+3,902
1770
$666K ﹤0.01%
49,403
-225
1771
$666K ﹤0.01%
21,702
+1,519
1772
$665K ﹤0.01%
7,459
-4,794
1773
$662K ﹤0.01%
6,040
+3,738
1774
$662K ﹤0.01%
+15,880
1775
$661K ﹤0.01%
13,659
-8,281
69 70
71
72 73