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
2176
$336K ﹤0.01%
20,977
+1,825
2177
$335K ﹤0.01%
9,165
2178
$335K ﹤0.01%
+5,125
2179
$335K ﹤0.01%
6,980
-773
2180
$335K ﹤0.01%
+10,833
2181
$334K ﹤0.01%
18,766
+51
2182
$334K ﹤0.01%
38,629
+204
2183
$334K ﹤0.01%
53,886
+5,392
2184
$334K ﹤0.01%
11,396
+1,074
2185
$333K ﹤0.01%
+8,366
2186
$333K ﹤0.01%
34,997
+1
2187
$332K ﹤0.01%
13,813
-523
2188
$332K ﹤0.01%
12,193
-265
2189
$331K ﹤0.01%
10,457
+2,299
2190
$330K ﹤0.01%
4,407
+1,050
2191
$330K ﹤0.01%
12,734
-324
2192
$327K ﹤0.01%
18,763
-2,247
2193
$327K ﹤0.01%
50,035
+11,218
2194
$327K ﹤0.01%
+3,688
2195
$327K ﹤0.01%
+23,313
2196
$326K ﹤0.01%
5,604
-291
2197
$325K ﹤0.01%
+11,413
2198
$323K ﹤0.01%
12,084
-1,031
2199
$322K ﹤0.01%
15,760
-255,861
2200
$320K ﹤0.01%
45,579
-168
86 87
88
89 90