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
2601
– –
-15,977
2602
– –
-26,033
2603
– –
-12,395
2604
– –
-9,982
2605
– –
-25,181
2606
– –
-10,858
2607
– –
-2,231
2608
– –
-7,230
2609
– –
-12,665
2610
– –
-4,297
2611
– –
-6,283
2612
– –
-13,292
2613
– –
-103,540
2614
– –
-10,560
2615
– –
-6,470
2616
– –
-29,548
2617
– –
-11,423
2618
– –
-12,638
2619
– –
-36,102
2620
– –
-12,881
2621
– –
-52,380
2622
– –
-1,695
2623
– –
-15,127
2624
– –
-16,717
2625
– –
-12,401
103 104
105
106 107