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
2251
$272K ﹤0.01%
6,939
-9,748
2252
$272K ﹤0.01%
26,454
-27,816
2253
$271K ﹤0.01%
3,920
-510
2254
$266K ﹤0.01%
1,328
-140
2255
$265K ﹤0.01%
20,000
-800
2256
$265K ﹤0.01%
26,627
2257
$265K ﹤0.01%
40,321
-4,067
2258
$264K ﹤0.01%
+6,407
2259
$264K ﹤0.01%
2,817
-2,237
2260
$264K ﹤0.01%
15,508
-3,381
2261
$263K ﹤0.01%
+4,460
2262
$261K ﹤0.01%
9,399
-1,937
2263
$260K ﹤0.01%
3,674
-573
2264
$260K ﹤0.01%
24,762
+2,774
2265
$260K ﹤0.01%
2,368
+228
2266
$259K ﹤0.01%
70,875
-434
2267
$259K ﹤0.01%
4,514
-23
2268
$259K ﹤0.01%
+9,189
2269
$259K ﹤0.01%
+10,167
2270
$259K ﹤0.01%
8,455
2271
$258K ﹤0.01%
21,420
-8,628
2272
$258K ﹤0.01%
9,077
-7,013
2273
$257K ﹤0.01%
+1,806
2274
$257K ﹤0.01%
5,371
-1,983
2275
$256K ﹤0.01%
3,632
-520
89 90
91
92 93