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
2601
– –
-10,120
2602
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-8,890
2603
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-2,381
2604
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-10,518
2605
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-29,470
2606
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-25,323
2607
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-24,778
2608
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-18,216
2609
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-11,278
2610
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-11,800
2611
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-10,067
2612
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-19,794
2613
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-8,194
2614
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-7,687
2615
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-710
2616
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2617
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-35,099
2618
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-8,064
2619
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-77,573
2620
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-9,657
2621
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-8,766
2622
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-27,596
2623
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-5,149
2624
– –
-2,875
2625
– –
-7,367
103 104
105
106 107