Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
– –
-54
2552
– –
-11,917
2553
– –
-4,620
2554
– –
-10,120
2555
– –
-8,890
2556
– –
-2,381
2557
– –
-10,518
2558
– –
-29,470
2559
– –
-25,323
2560
– –
-24,778
2561
– –
-18,216
2562
– –
-11,278
2563
– –
-11,800
2564
– –
-10,067
2565
– –
-19,794
2566
– –
-8,194
2567
– –
-7,687
2568
– –
-710
2569
– –
-13,294
2570
– –
-35,099
2571
– –
-8,064
2572
– –
-77,573
2573
– –
-9,657
2574
– –
-8,766
2575
– –
-5,149
101 102
103
104 105