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
2101
$385K ﹤0.01%
10,876
+517
2102
$384K ﹤0.01%
1,890
-161
2103
$383K ﹤0.01%
22,122
+1,167
2104
$383K ﹤0.01%
7,683
-1,125
2105
$383K ﹤0.01%
5,003
-1,206
2106
$383K ﹤0.01%
12,489
+326
2107
$382K ﹤0.01%
15,985
+4,889
2108
$380K ﹤0.01%
104,199
+5,059
2109
$380K ﹤0.01%
21,300
-2,500
2110
$380K ﹤0.01%
15,259
-161
2111
$379K ﹤0.01%
33,726
2112
$379K ﹤0.01%
16,205
+219
2113
$378K ﹤0.01%
24,305
2114
$377K ﹤0.01%
8,259
2115
$377K ﹤0.01%
29,344
-1,196
2116
$376K ﹤0.01%
19,228
-1,480
2117
$376K ﹤0.01%
3,099
-364
2118
$375K ﹤0.01%
9,379
+574
2119
$374K ﹤0.01%
30,741
+1,929
2120
$374K ﹤0.01%
22,873
+7,311
2121
$372K ﹤0.01%
20,953
2122
$372K ﹤0.01%
13,230
+14
2123
$371K ﹤0.01%
5,359
-9,398
2124
$370K ﹤0.01%
5,675
-271
2125
$369K ﹤0.01%
5,274
83 84
85
86 87