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
2526
$37.8K ﹤0.01%
63,867
2527
$36.2K ﹤0.01%
10,556
+106
2528
$35.4K ﹤0.01%
20,000
2529
$33.5K ﹤0.01%
+15,085
2530
$31.5K ﹤0.01%
11,750
2531
$29.5K ﹤0.01%
25,445
-16,627
2532
$28.4K ﹤0.01%
20,738
2533
$26.3K ﹤0.01%
+558
2534
$24.2K ﹤0.01%
12,000
2535
$14.9K ﹤0.01%
1,903
+70
2536
$13.3K ﹤0.01%
+346
2537
$13.2K ﹤0.01%
36,667
2538
$13.1K ﹤0.01%
+12,000
2539
$13K ﹤0.01%
10,000
2540
– –
-5,972
2541
– –
-45,924
2542
– –
-32,985
2543
– –
-4,314
2544
– –
-13,694
2545
– –
-160,696
2546
– –
-10,000
2547
– –
-20,475
2548
– –
-21,988
2549
– –
-212,854
2550
– –
-3,720
100 101
102
103 104