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
2626
– –
-12,634
2627
– –
-2,789
2628
– –
-3,054
2629
– –
-21,685
2630
– –
-4,352
2631
– –
-10,508
2632
– –
-9,089
2633
– –
-10,775
2634
– –
-7,886
2635
– –
-4,119
2636
– –
-22,143
2637
– –
-6,470
2638
– –
-3,873
2639
– –
-41,950
2640
– –
-2,915
2641
– –
-12,077
2642
– –
-21,866
2643
– –
-6,481
2644
– –
-10,063
2645
– –
-16,551
2646
– –
-673
2647
– –
-1,052
2648
– –
-15,057
2649
– –
-5,759
2650
– –
-55,786
104 105
106
107 108