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
2326
$230K ﹤0.01%
7,890
-260
2327
$230K ﹤0.01%
30,115
+117
2328
$230K ﹤0.01%
12,340
-16,339
2329
$230K ﹤0.01%
14,233
-139
2330
$230K ﹤0.01%
1,867
-1,085
2331
$229K ﹤0.01%
+25,859
2332
$229K ﹤0.01%
6,334
-149
2333
$227K ﹤0.01%
12,180
-7,808
2334
$227K ﹤0.01%
10,384
+41
2335
$226K ﹤0.01%
4,841
+531
2336
$226K ﹤0.01%
2,460
-14
2337
$224K ﹤0.01%
+100,000
2338
$224K ﹤0.01%
+19,112
2339
$224K ﹤0.01%
2,845
-24
2340
$224K ﹤0.01%
4,454
+183
2341
$223K ﹤0.01%
+6,440
2342
$223K ﹤0.01%
25,953
-3,157
2343
$222K ﹤0.01%
4,867
2344
$221K ﹤0.01%
17,751
-5,462
2345
$221K ﹤0.01%
+8,617
2346
$220K ﹤0.01%
33,030
2347
$220K ﹤0.01%
18,856
-4,742
2348
$219K ﹤0.01%
+1,125
2349
$219K ﹤0.01%
6,241
-8,308
2350
$218K ﹤0.01%
788
+121
92 93
94
95 96