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
2226
$297K ﹤0.01%
4,019
+30
2227
$295K ﹤0.01%
14,620
-9,084
2228
$294K ﹤0.01%
47,437
-19,531
2229
$292K ﹤0.01%
+7,190
2230
$292K ﹤0.01%
13,176
-6,266
2231
$291K ﹤0.01%
7,392
-865
2232
$289K ﹤0.01%
33,177
+12,161
2233
$288K ﹤0.01%
11,012
+549
2234
$287K ﹤0.01%
4,177
-1,631
2235
$287K ﹤0.01%
10,675
+200
2236
$287K ﹤0.01%
18,757
+930
2237
$286K ﹤0.01%
13,777
+2,880
2238
$286K ﹤0.01%
25,379
-92
2239
$285K ﹤0.01%
+5,320
2240
$285K ﹤0.01%
9,086
-16
2241
$283K ﹤0.01%
30,095
-10,353
2242
$282K ﹤0.01%
+2,266
2243
$281K ﹤0.01%
8,241
+838
2244
$279K ﹤0.01%
73,359
2245
$277K ﹤0.01%
14,363
+4,076
2246
$276K ﹤0.01%
1,282
+146
2247
$276K ﹤0.01%
+8,215
2248
$274K ﹤0.01%
27,035
-2,378
2249
$274K ﹤0.01%
+29,146
2250
$273K ﹤0.01%
+4,660
88 89
90
91 92