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
2126
$369K ﹤0.01%
14,902
2127
$368K ﹤0.01%
29,369
2128
$368K ﹤0.01%
8,226
+90
2129
$367K ﹤0.01%
9,362
2130
$365K ﹤0.01%
22,760
+35
2131
$363K ﹤0.01%
2,398
2132
$363K ﹤0.01%
4,087
+37
2133
$362K ﹤0.01%
4,387
-3,366
2134
$361K ﹤0.01%
11,425
2135
$360K ﹤0.01%
41,260
2136
$360K ﹤0.01%
2,870
-762
2137
$358K ﹤0.01%
42,382
+3,693
2138
$358K ﹤0.01%
6,421
-1,511
2139
$358K ﹤0.01%
50,000
2140
$356K ﹤0.01%
6,813
-650
2141
$356K ﹤0.01%
6,270
-740
2142
$355K ﹤0.01%
6,513
-3,781
2143
$355K ﹤0.01%
10,870
-6,632
2144
$354K ﹤0.01%
14,564
+2,388
2145
$354K ﹤0.01%
4,368
-303
2146
$354K ﹤0.01%
33,611
+50
2147
$354K ﹤0.01%
6,946
+1,795
2148
$354K ﹤0.01%
123,700
+14,339
2149
$353K ﹤0.01%
26,860
2150
$353K ﹤0.01%
20,953
+4,587
84 85
86
87 88