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
1851
$585K ﹤0.01%
19,440
1852
$585K ﹤0.01%
22,130
+147
1853
$585K ﹤0.01%
16,649
-32
1854
$585K ﹤0.01%
135,950
-2,442
1855
$585K ﹤0.01%
+16,724
1856
$584K ﹤0.01%
31,560
+8,469
1857
$582K ﹤0.01%
31,443
+2,115
1858
$581K ﹤0.01%
43,175
+4,681
1859
$581K ﹤0.01%
15,915
-369
1860
$581K ﹤0.01%
8,714
+784
1861
$580K ﹤0.01%
+29,532
1862
$580K ﹤0.01%
19,860
-700
1863
$579K ﹤0.01%
+16,613
1864
$579K ﹤0.01%
1,814
+420
1865
$579K ﹤0.01%
26,660
+1,482
1866
$578K ﹤0.01%
8,507
1867
$578K ﹤0.01%
16,219
-21,148
1868
$578K ﹤0.01%
11,487
+758
1869
$575K ﹤0.01%
27,318
-4,640
1870
$573K ﹤0.01%
11,382
+164
1871
$570K ﹤0.01%
21,126
+419
1872
$570K ﹤0.01%
8,407
-5,038
1873
$569K ﹤0.01%
11,822
-306
1874
$568K ﹤0.01%
21,890
1875
$567K ﹤0.01%
17,765
73 74
75
76 77