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
2076
$402K ﹤0.01%
17,707
-2,259
2077
$401K ﹤0.01%
22,345
+17
2078
$400K ﹤0.01%
21,185
+3,924
2079
$400K ﹤0.01%
11,667
+2,247
2080
$400K ﹤0.01%
11,407
-435
2081
$400K ﹤0.01%
+13,192
2082
$399K ﹤0.01%
38,050
2083
$398K ﹤0.01%
10,622
2084
$398K ﹤0.01%
31,896
+1,464
2085
$397K ﹤0.01%
28,360
+9,058
2086
$396K ﹤0.01%
33,363
-5,628
2087
$396K ﹤0.01%
16,410
+4,327
2088
$396K ﹤0.01%
9,294
-2,113
2089
$395K ﹤0.01%
10,342
-4,411
2090
$394K ﹤0.01%
5,405
+2,047
2091
$393K ﹤0.01%
2,133
+31
2092
$393K ﹤0.01%
91,553
-50,521
2093
$392K ﹤0.01%
10,347
-1,150
2094
$391K ﹤0.01%
+10,205
2095
$391K ﹤0.01%
27,844
+5,674
2096
$390K ﹤0.01%
19,871
-930
2097
$390K ﹤0.01%
7,171
-1,874
2098
$386K ﹤0.01%
+6,718
2099
$385K ﹤0.01%
23,358
-54
2100
$385K ﹤0.01%
24,718
-1,452
82 83
84
85 86