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
2401
$197K ﹤0.01%
11,147
-48,105
2402
$194K ﹤0.01%
38,339
+6,271
2403
$194K ﹤0.01%
+15,213
2404
$192K ﹤0.01%
18,349
-7,905
2405
$192K ﹤0.01%
+11,020
2406
$191K ﹤0.01%
16,833
-11,427
2407
$185K ﹤0.01%
3,666
2408
$184K ﹤0.01%
10,086
+61
2409
$175K ﹤0.01%
11,174
-217
2410
$174K ﹤0.01%
30,540
-1,766
2411
$172K ﹤0.01%
28,778
+2,435
2412
$172K ﹤0.01%
+23,097
2413
$172K ﹤0.01%
13,160
2414
$172K ﹤0.01%
+11,304
2415
$171K ﹤0.01%
37,495
+6,483
2416
$170K ﹤0.01%
14,220
+1,051
2417
$169K ﹤0.01%
+6,232
2418
$168K ﹤0.01%
12,418
2419
$167K ﹤0.01%
+10,548
2420
$166K ﹤0.01%
13,000
2421
$163K ﹤0.01%
18,414
+1,585
2422
$163K ﹤0.01%
19,085
+3,525
2423
$163K ﹤0.01%
17,962
+1,675
2424
$161K ﹤0.01%
11,380
+830
2425
$161K ﹤0.01%
35,446
-8,388
95 96
97
98 99