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
2351
$218K ﹤0.01%
2,333
-1,005
2352
$218K ﹤0.01%
+6,458
2353
$217K ﹤0.01%
20,666
2354
$217K ﹤0.01%
+3,972
2355
$217K ﹤0.01%
+2,636
2356
$217K ﹤0.01%
6,255
-1,285
2357
$217K ﹤0.01%
24,587
+8,865
2358
$215K ﹤0.01%
11,123
-1,974
2359
$214K ﹤0.01%
+7,556
2360
$214K ﹤0.01%
7,047
+312
2361
$213K ﹤0.01%
+4,148
2362
$213K ﹤0.01%
3,978
-3,101
2363
$212K ﹤0.01%
7,854
-57,713
2364
$212K ﹤0.01%
710
-36
2365
$211K ﹤0.01%
10,593
-23,457
2366
$211K ﹤0.01%
11,837
-1,616
2367
$211K ﹤0.01%
+2,882
2368
$211K ﹤0.01%
4,098
+159
2369
$211K ﹤0.01%
+9,085
2370
$209K ﹤0.01%
1,097
-14,540
2371
$209K ﹤0.01%
11,671
-20,526
2372
$208K ﹤0.01%
+9,102
2373
$207K ﹤0.01%
14,094
-7,284
2374
$207K ﹤0.01%
13,290
+4
2375
$206K ﹤0.01%
+6,437
93 94
95
96 97