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
2276
$256K ﹤0.01%
8,218
2277
$253K ﹤0.01%
+37,551
2278
$252K ﹤0.01%
16,825
-1,675
2279
$251K ﹤0.01%
7,775
-45
2280
$251K ﹤0.01%
+10,229
2281
$251K ﹤0.01%
5,246
+47
2282
$250K ﹤0.01%
9,435
-4,368
2283
$250K ﹤0.01%
5,482
-24
2284
$250K ﹤0.01%
5,687
2285
$249K ﹤0.01%
6,102
-1,543
2286
$249K ﹤0.01%
+4,195
2287
$248K ﹤0.01%
+2,761
2288
$248K ﹤0.01%
24,796
+10,521
2289
$247K ﹤0.01%
2,225
+122
2290
$246K ﹤0.01%
32,083
+15
2291
$245K ﹤0.01%
7,514
+16
2292
$245K ﹤0.01%
13,278
-491
2293
$245K ﹤0.01%
8,825
-1,150
2294
$245K ﹤0.01%
7,580
-1,621
2295
$244K ﹤0.01%
+6,173
2296
$244K ﹤0.01%
12,684
-10,536
2297
$244K ﹤0.01%
+7,242
2298
$244K ﹤0.01%
15,998
+189
2299
$243K ﹤0.01%
+9,343
2300
$242K ﹤0.01%
6,474
-465
90 91
92
93 94