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
2651
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-5,498
2652
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-30,546
2653
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-27,317
2654
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-2,767
2655
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2656
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-2,242
2657
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-32,702
2658
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-14,390
2659
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-3,395
2660
$0 ﹤0.01%
30,055
-285
2661
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-3,533
2662
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-10,782
2663
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-13,683
2664
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-45,104
2665
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-47,903
2666
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-30,280
2667
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2668
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-31,026
2669
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-6,050
2670
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-53,974
2671
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-14,502
2672
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-45,924
2673
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-32,985
2674
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-4,314
2675
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-13,694
104 105 106
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108