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
1926
$523K ﹤0.01%
10,559
+221
1927
$522K ﹤0.01%
13,815
-6,834
1928
$522K ﹤0.01%
4,298
+1,083
1929
$521K ﹤0.01%
23,054
+38
1930
$520K ﹤0.01%
16,292
1931
$520K ﹤0.01%
+21,671
1932
$520K ﹤0.01%
39,860
1933
$520K ﹤0.01%
19,407
-3,900
1934
$520K ﹤0.01%
+15,523
1935
$519K ﹤0.01%
56,011
+1,963
1936
$519K ﹤0.01%
31,254
1937
$519K ﹤0.01%
37,218
+1,128
1938
$519K ﹤0.01%
+14,260
1939
$518K ﹤0.01%
42,978
-8,151
1940
$518K ﹤0.01%
18,909
+999
1941
$517K ﹤0.01%
25,354
-6,881
1942
$516K ﹤0.01%
6,734
+336
1943
$515K ﹤0.01%
16,389
+1,622
1944
$510K ﹤0.01%
34,290
+1,500
1945
$506K ﹤0.01%
12,848
+137
1946
$505K ﹤0.01%
6,994
+1,264
1947
$505K ﹤0.01%
23,746
+12,245
1948
$503K ﹤0.01%
216,755
+1,667
1949
$502K ﹤0.01%
15,519
-3,127
1950
$499K ﹤0.01%
31,206
76 77
78
79 80