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
$59.8B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$154M
3
+$134M
4
AMZN icon
Amazon
AMZN
+$123M
5
NVDA icon
NVIDIA
NVDA
+$108M

Top Sells

1
+$53.2M
2
+$52.7M
3
+$46.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$40.3M

Sector Composition

1 Technology 13.03%
2 Financials 8.71%
3 Healthcare 8.02%
4 Consumer Discretionary 5.82%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.7M 0.08%
464,188
+92,501
227
$46.5M 0.08%
913,179
+43,259
228
$46.3M 0.08%
945,668
+123,534
229
$46.2M 0.08%
924,376
-35,767
230
$46.1M 0.08%
1,412,956
+600,641
231
$46.1M 0.08%
735,800
+68,990
232
$45.9M 0.08%
1,493,456
+65,832
233
$45.7M 0.08%
283,791
-8,865
234
$45.3M 0.08%
1,119,589
+329,830
235
$45.1M 0.08%
1,066,641
+62,668
236
$44.9M 0.08%
682,441
-2,146
237
$44.6M 0.07%
419,014
-22,530
238
$44.5M 0.07%
379,602
+227,068
239
$44M 0.07%
3,075,184
-95,016
240
$43.7M 0.07%
185,180
-8,667
241
$43.7M 0.07%
464,081
+8,038
242
$43.2M 0.07%
52,443
-28,515
243
$43.1M 0.07%
239,558
-59,836
244
$43M 0.07%
573,445
+7,890
245
$42.7M 0.07%
386,353
-140,913
246
$42.6M 0.07%
670,020
-30
247
$42.6M 0.07%
285,348
+23,017
248
$42.3M 0.07%
739,325
+204,210
249
$42.1M 0.07%
537,900
+65,005
250
$41.6M 0.07%
974,355
+40,642
8 9
10
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