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
1826
$605K ﹤0.01%
+19,335
1827
$605K ﹤0.01%
36,510
1828
$605K ﹤0.01%
+15,331
1829
$605K ﹤0.01%
22,928
-279
1830
$604K ﹤0.01%
16,950
+23
1831
$602K ﹤0.01%
11,977
+604
1832
$601K ﹤0.01%
88,675
+1,321
1833
$601K ﹤0.01%
+55,570
1834
$600K ﹤0.01%
26,520
+13,725
1835
$599K ﹤0.01%
22,638
+3,742
1836
$599K ﹤0.01%
15,090
-26,542
1837
$599K ﹤0.01%
19,323
+7,317
1838
$598K ﹤0.01%
19,785
+685
1839
$598K ﹤0.01%
15,380
-243
1840
$597K ﹤0.01%
14,887
+655
1841
$596K ﹤0.01%
16,553
-9
1842
$595K ﹤0.01%
47,750
+2,696
1843
$595K ﹤0.01%
29,499
+7,788
1844
$595K ﹤0.01%
9,849
+1,003
1845
$595K ﹤0.01%
6,434
+2,930
1846
$593K ﹤0.01%
16,326
-2,487
1847
$592K ﹤0.01%
27,365
-1,045
1848
$591K ﹤0.01%
22,852
-1,116
1849
$589K ﹤0.01%
+11,450
1850
$586K ﹤0.01%
4,166
-323
72 73
74
75 76