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
351
$24.1M 0.04%
278,036
+17,495
352
$24.1M 0.04%
593,690
-151,395
353
$24M 0.04%
253,360
+17,581
354
$23.7M 0.04%
707,460
-58,687
355
$23.2M 0.04%
279,197
-6,638
356
$23.1M 0.04%
100,270
+23,015
357
$22.9M 0.04%
322,496
+37,564
358
$22.8M 0.04%
390,492
+34,990
359
$22.6M 0.04%
976,170
+27,128
360
$22.3M 0.04%
50,588
+9,830
361
$22.2M 0.04%
251,017
+19,953
362
$22M 0.04%
173,858
-21,423
363
$21.8M 0.04%
465,233
+65,744
364
$21.8M 0.04%
171,742
+13,382
365
$21.7M 0.04%
893,214
-46,946
366
$21.7M 0.04%
48,841
-1,847
367
$21.6M 0.04%
256,370
-13,237
368
$21.6M 0.04%
57,164
-33
369
$21.6M 0.04%
49,327
+1,310
370
$21.5M 0.04%
104,906
-14,254
371
$21.3M 0.04%
732,490
+470,125
372
$21.3M 0.04%
122,140
-927
373
$21.1M 0.04%
804,157
-34,025
374
$20.9M 0.03%
360,641
-23,324
375
$20.4M 0.03%
517,492
-32,924
13 14
15
16 17