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
2201
$320K ﹤0.01%
+4,259
2202
$320K ﹤0.01%
4,219
-1,205
2203
$320K ﹤0.01%
12,165
+291
2204
$317K ﹤0.01%
4,887
-837
2205
$314K ﹤0.01%
3,313
+261
2206
$314K ﹤0.01%
16,436
2207
$314K ﹤0.01%
+11,640
2208
$314K ﹤0.01%
6,740
-332
2209
$313K ﹤0.01%
20,216
2210
$313K ﹤0.01%
30,425
-1,186
2211
$313K ﹤0.01%
21,109
-11,770
2212
$312K ﹤0.01%
+11,317
2213
$312K ﹤0.01%
33,797
-105,302
2214
$311K ﹤0.01%
17,497
-400
2215
$311K ﹤0.01%
1,656
+581
2216
$310K ﹤0.01%
+4,221
2217
$306K ﹤0.01%
5,760
-139
2218
$306K ﹤0.01%
1,854
-175
2219
$305K ﹤0.01%
9,560
+1,361
2220
$304K ﹤0.01%
9,820
-608
2221
$301K ﹤0.01%
5,239
-15,302
2222
$300K ﹤0.01%
+7,463
2223
$299K ﹤0.01%
+2,736
2224
$299K ﹤0.01%
2,404
-52
2225
$298K ﹤0.01%
8,428
-2,933
87 88
89
90 91