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
276
$36.8M 0.06%
489,400
-323
277
$36.5M 0.06%
485,320
-29,953
278
$36.2M 0.06%
132,369
+18,598
279
$36.1M 0.06%
236,977
+34,835
280
$35.9M 0.06%
179,296
+24,204
281
$35.6M 0.06%
3,907,195
282
$35.4M 0.06%
123,879
-5,954
283
$35.3M 0.06%
840,306
+77,483
284
$35.1M 0.06%
1,002,229
-266,424
285
$35M 0.06%
212,844
+35,444
286
$35M 0.06%
3,362,310
+2,551
287
$34.8M 0.06%
218,098
-6,446
288
$34.5M 0.06%
500,958
+33,072
289
$34.4M 0.06%
129,979
-642
290
$34.3M 0.06%
766,792
+104,903
291
$33.9M 0.06%
518,131
-5,227
292
$33.7M 0.06%
913,574
+38,439
293
$33.4M 0.06%
428,089
-17,434
294
$33.4M 0.06%
1,005,657
-23,237
295
$33.3M 0.06%
385,540
-35,134
296
$33M 0.06%
442,479
-264,807
297
$32.9M 0.06%
326,424
-10,223
298
$32.8M 0.05%
654,318
+4,970
299
$32.6M 0.05%
1,114,080
-19,650
300
$32.4M 0.05%
961,457
-183,957
10 11
12
13 14