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
251
$41.3M 0.07%
199,457
+15,747
252
$40.8M 0.07%
5,383,607
-171,347
253
$40.1M 0.07%
756,744
+66,514
254
$40M 0.07%
979,040
+179,552
255
$39.7M 0.07%
1,629,231
+31,150
256
$39.6M 0.07%
538,315
-28,336
257
$39.5M 0.07%
811,970
+20,404
258
$39.5M 0.07%
729,046
-109,409
259
$39M 0.07%
323,006
+31,355
260
$38.9M 0.07%
344,219
+48,605
261
$38.8M 0.06%
380,037
+13,903
262
$38.6M 0.06%
534,161
-19,553
263
$38.6M 0.06%
444,030
+7,417
264
$38.6M 0.06%
364,604
+98,182
265
$38.4M 0.06%
171,534
-25,327
266
$37.6M 0.06%
807,560
+21,656
267
$37.5M 0.06%
246,623
+10,549
268
$37.4M 0.06%
516,716
-34,184
269
$37.3M 0.06%
723,976
-6,345
270
$37.3M 0.06%
695,657
+55,619
271
$37.3M 0.06%
1,205,283
+49,010
272
$37.1M 0.06%
90,395
+31,969
273
$37.1M 0.06%
213,216
+51,599
274
$36.9M 0.06%
971,628
-11,631
275
$36.8M 0.06%
2,182,467
-117,315
9 10
11
12 13