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
2551
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-9,982
2552
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-2,231
2553
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-5,209
2554
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-4,352
2555
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2556
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-9,089
2557
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-2,915
2558
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-10,775
2559
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-7,886
2560
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-4,119
2561
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-22,143
2562
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-6,470
2563
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-3,873
2564
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-41,950
2565
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-25,181
2566
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-2,381
2567
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-27,596
2568
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2569
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-16,551
2570
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-673
2571
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-1,052
2572
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-15,057
2573
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-4,314
2574
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-53,638
2575
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-1,006
101 102
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