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
2426
$158K ﹤0.01%
20,500
+5,018
2427
$157K ﹤0.01%
12,524
-53
2428
$155K ﹤0.01%
+59,279
2429
$155K ﹤0.01%
13,248
+2,627
2430
$155K ﹤0.01%
31,019
-34
2431
$154K ﹤0.01%
+15,416
2432
$152K ﹤0.01%
41,106
+19,806
2433
$152K ﹤0.01%
45,000
2434
$149K ﹤0.01%
17,658
+75
2435
$144K ﹤0.01%
34,798
2436
$144K ﹤0.01%
170,000
+94,594
2437
$142K ﹤0.01%
14,939
+357
2438
$135K ﹤0.01%
2,863
+153
2439
$132K ﹤0.01%
+15,933
2440
$131K ﹤0.01%
+10,594
2441
$130K ﹤0.01%
10,513
2442
$130K ﹤0.01%
12,009
-853
2443
$129K ﹤0.01%
15,825
+168
2444
$128K ﹤0.01%
11,227
2445
$127K ﹤0.01%
11,125
-3,000
2446
$127K ﹤0.01%
+1,010
2447
$127K ﹤0.01%
12,000
2448
$126K ﹤0.01%
13,590
2449
$126K ﹤0.01%
15,806
-3,265
2450
$125K ﹤0.01%
+10,153
96 97
98
99 100