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
1801
$635K ﹤0.01%
70,761
-318
1802
$635K ﹤0.01%
11,824
+341
1803
$634K ﹤0.01%
16,184
+2,720
1804
$632K ﹤0.01%
9,410
-5,415
1805
$631K ﹤0.01%
12,512
-12,473
1806
$630K ﹤0.01%
10,343
+69
1807
$626K ﹤0.01%
34,574
-1,595
1808
$626K ﹤0.01%
+15,140
1809
$625K ﹤0.01%
76,902
-39
1810
$623K ﹤0.01%
11,428
-38
1811
$622K ﹤0.01%
+24,263
1812
$621K ﹤0.01%
28,742
-70,176
1813
$621K ﹤0.01%
14,298
-7,608
1814
$618K ﹤0.01%
22,134
-1,991
1815
$618K ﹤0.01%
43,169
+4,000
1816
$618K ﹤0.01%
+9,443
1817
$617K ﹤0.01%
26,104
+3,641
1818
$614K ﹤0.01%
+9,730
1819
$613K ﹤0.01%
56,159
+17,422
1820
$611K ﹤0.01%
48,461
+231
1821
$610K ﹤0.01%
21,786
-1,505
1822
$610K ﹤0.01%
14,010
-381
1823
$609K ﹤0.01%
6,645
-565
1824
$609K ﹤0.01%
14,973
+9,275
1825
$607K ﹤0.01%
20,264
+3,592
71 72
73
74 75