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
2376
$206K ﹤0.01%
+2,210
2377
$206K ﹤0.01%
7,683
+718
2378
$205K ﹤0.01%
+1,686
2379
$205K ﹤0.01%
+2,784
2380
$205K ﹤0.01%
13,880
-2,090
2381
$204K ﹤0.01%
+8,343
2382
$204K ﹤0.01%
+6,696
2383
$204K ﹤0.01%
3,937
-600
2384
$203K ﹤0.01%
2,805
-913
2385
$203K ﹤0.01%
33,950
-500
2386
$203K ﹤0.01%
2,524
+68
2387
$203K ﹤0.01%
+7,121
2388
$202K ﹤0.01%
10,691
+86
2389
$202K ﹤0.01%
+5,380
2390
$202K ﹤0.01%
+8,819
2391
$202K ﹤0.01%
14,396
2392
$201K ﹤0.01%
+1,591
2393
$201K ﹤0.01%
+5,221
2394
$200K ﹤0.01%
5,815
-373
2395
$200K ﹤0.01%
4,562
-1,400
2396
$200K ﹤0.01%
5,807
-2,009
2397
$200K ﹤0.01%
28,891
+54
2398
$200K ﹤0.01%
15,520
-78
2399
$199K ﹤0.01%
23,879
-2,905
2400
$198K ﹤0.01%
11,220
-21
94 95
96
97 98