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
2051
$420K ﹤0.01%
14,758
+7,184
2052
$420K ﹤0.01%
21,889
-1,047
2053
$420K ﹤0.01%
158,371
+54,332
2054
$420K ﹤0.01%
26,712
-29
2055
$419K ﹤0.01%
34,357
-30,261
2056
$418K ﹤0.01%
36,497
-12,456
2057
$418K ﹤0.01%
12,504
2058
$417K ﹤0.01%
8,074
-1,588
2059
$417K ﹤0.01%
4,432
-70
2060
$417K ﹤0.01%
6,608
+431
2061
$414K ﹤0.01%
+33,472
2062
$413K ﹤0.01%
13,236
2063
$413K ﹤0.01%
3,441
-197
2064
$413K ﹤0.01%
5,571
-145
2065
$410K ﹤0.01%
30,556
-64,272
2066
$410K ﹤0.01%
+24,030
2067
$409K ﹤0.01%
17,851
+3,611
2068
$408K ﹤0.01%
4,837
-570
2069
$408K ﹤0.01%
4,397
-638
2070
$407K ﹤0.01%
19,019
2071
$407K ﹤0.01%
1,078,818
+78,818
2072
$407K ﹤0.01%
20,861
+157
2073
$406K ﹤0.01%
12,396
2074
$406K ﹤0.01%
22,886
-1,864
2075
$404K ﹤0.01%
30,007
+10,147
81 82
83
84 85