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
1976
$479K ﹤0.01%
32,447
-2,008
1977
$479K ﹤0.01%
36,867
-831
1978
$478K ﹤0.01%
25,428
-2,045
1979
$478K ﹤0.01%
+16,990
1980
$477K ﹤0.01%
2,836
-1,997
1981
$477K ﹤0.01%
12,664
+5,351
1982
$476K ﹤0.01%
17,477
+36
1983
$476K ﹤0.01%
+20,628
1984
$476K ﹤0.01%
16,057
1985
$475K ﹤0.01%
7,678
-598
1986
$475K ﹤0.01%
30,700
1987
$474K ﹤0.01%
+5,725
1988
$473K ﹤0.01%
11,501
-1,140
1989
$472K ﹤0.01%
20,669
+44
1990
$471K ﹤0.01%
64,510
+35
1991
$470K ﹤0.01%
20,296
+49
1992
$469K ﹤0.01%
5,172
+1,406
1993
$469K ﹤0.01%
+3,032
1994
$468K ﹤0.01%
7,133
+583
1995
$466K ﹤0.01%
+38,890
1996
$466K ﹤0.01%
8,045
+135
1997
$465K ﹤0.01%
33,087
+18,390
1998
$465K ﹤0.01%
15,559
+1,427
1999
$464K ﹤0.01%
16,875
2000
$464K ﹤0.01%
24,216
-2,116
78 79
80
81 82