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
326
$27.9M 0.05%
636,265
+43,507
327
$27.8M 0.05%
210,982
+34,322
328
$27.8M 0.05%
635,653
+8,606
329
$27.7M 0.05%
173,853
+5,938
330
$27.7M 0.05%
240,449
+66,802
331
$27.6M 0.05%
601,031
+34,159
332
$27.4M 0.05%
484,717
-35,604
333
$27.3M 0.05%
1,232,480
+5,207
334
$27.3M 0.05%
546,991
+70,457
335
$27.2M 0.05%
18,461
-315
336
$27.1M 0.05%
92,367
+19
337
$27.1M 0.05%
240,288
-11,869
338
$26.1M 0.04%
340,018
-6,043
339
$25.9M 0.04%
293,730
+57,562
340
$25.8M 0.04%
676,434
-18,003
341
$25.6M 0.04%
481,772
+87,779
342
$25.5M 0.04%
126,859
-20,048
343
$25.4M 0.04%
118,445
+16,515
344
$25.4M 0.04%
179,119
+2,998
345
$25.2M 0.04%
396,589
+392,611
346
$25.1M 0.04%
521,447
-11,607
347
$24.6M 0.04%
236,903
+4,621
348
$24.4M 0.04%
121,289
+6,424
349
$24.3M 0.04%
60,751
-45,383
350
$24.2M 0.04%
35,024
-4,200
12 13
14
15 16