Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

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
– –
-710
2541
– –
-13,294
2542
– –
-77,573
2543
– –
-9,657
2544
– –
-5,149
2545
– –
-45,000
2546
– –
-33,684
2547
– –
-25,961
2548
– –
-10,893
2549
– –
-18,155
2550
– –
-1,338
100 101
102
103 104