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
301
$32.3M 0.05%
701,492
+278,282
302
$32.1M 0.05%
1,118,781
-85,704
303
$32M 0.05%
123,619
-5,376
304
$31.5M 0.05%
314,921
-245,653
305
$31.4M 0.05%
137,953
+353
306
$31.3M 0.05%
131,532
+7,953
307
$31M 0.05%
228,767
-3,485
308
$31M 0.05%
891,685
-60,108
309
$30.9M 0.05%
288,436
+27,534
310
$30.9M 0.05%
1,857,585
-159,060
311
$30.3M 0.05%
569,888
+14,591
312
$30.3M 0.05%
424,144
-23,079
313
$29.6M 0.05%
463,029
-45,610
314
$29.1M 0.05%
586,770
+3,829
315
$29.1M 0.05%
499,783
+21,451
316
$29.1M 0.05%
178,160
+1,497
317
$29.1M 0.05%
186,035
-9,797
318
$29.1M 0.05%
532,746
-14,649
319
$28.8M 0.05%
73,982
+9,136
320
$28.6M 0.05%
562,728
-64,478
321
$28.5M 0.05%
602,670
-38,928
322
$28.2M 0.05%
85,898
+74,657
323
$28.1M 0.05%
613,189
-102,802
324
$28M 0.05%
423,532
+31,042
325
$27.9M 0.05%
1,685,551
+43,934
11 12
13
14 15