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
2451
$125K ﹤0.01%
13,500
2452
$125K ﹤0.01%
11,830
-6,138
2453
$124K ﹤0.01%
12,948
-46,610
2454
$120K ﹤0.01%
13,681
2455
$119K ﹤0.01%
12,159
-39
2456
$119K ﹤0.01%
14,679
-3,636
2457
$115K ﹤0.01%
12,925
+1,373
2458
$112K ﹤0.01%
17,712
-3,447
2459
$112K ﹤0.01%
4,918
+73
2460
$111K ﹤0.01%
11,894
-37
2461
$111K ﹤0.01%
25,893
+116
2462
$108K ﹤0.01%
2,560
+408
2463
$108K ﹤0.01%
10,535
-2,122
2464
$106K ﹤0.01%
21,600
+1,900
2465
$106K ﹤0.01%
23,854
-33,866
2466
$105K ﹤0.01%
12,335
-516
2467
$103K ﹤0.01%
20,935
+3,881
2468
$102K ﹤0.01%
11,521
-3,508
2469
$101K ﹤0.01%
16,847
+5
2470
$100K ﹤0.01%
12,509
+2,500
2471
$99.3K ﹤0.01%
+5,872
2472
$99.3K ﹤0.01%
10,217
2473
$98.3K ﹤0.01%
13,462
-946
2474
$96.9K ﹤0.01%
10,162
-565
2475
$91.3K ﹤0.01%
13,750
97 98
99
100 101