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
2551
– –
-19,984
2552
– –
-45,000
2553
– –
-33,684
2554
– –
-25,961
2555
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-7,895
2556
– –
-10,464
2557
– –
-10,738
2558
– –
-42,916
2559
– –
-10,893
2560
– –
-18,155
2561
– –
-1,338
2562
– –
-12,843
2563
– –
-6,149
2564
– –
-1,265
2565
– –
-15,977
2566
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-26,033
2567
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-12,395
2568
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-9,982
2569
– –
-25,181
2570
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-10,858
2571
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-2,231
2572
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-7,230
2573
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-12,665
2574
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-4,297
2575
– –
-6,283
101 102
103
104 105