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
2626
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-9,829
2627
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-12,634
2628
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-2,789
2629
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-3,054
2630
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-21,685
2631
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-5,209
2632
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-4,352
2633
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-10,508
2634
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-9,089
2635
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-10,775
2636
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-7,886
2637
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-4,119
2638
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-22,143
2639
– –
-3,873
2640
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-41,950
2641
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-2,915
2642
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-12,077
2643
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-21,866
2644
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-6,481
2645
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-10,063
2646
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-16,551
2647
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-673
2648
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-1,052
2649
– –
-15,057
2650
– –
-5,759
104 105
106
107 108