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
376
$20.2M 0.03%
643,075
-34,232
377
$20.2M 0.03%
185,612
-12,305
378
$19.9M 0.03%
404,816
-12,563
379
$19.8M 0.03%
374,546
-18,597
380
$19.7M 0.03%
51,050
+16,178
381
$19.7M 0.03%
141,085
+36,080
382
$19.6M 0.03%
555,265
+247,252
383
$19.5M 0.03%
134,563
+33,814
384
$19.5M 0.03%
597,871
-37,054
385
$19.3M 0.03%
105,562
+12,543
386
$19.2M 0.03%
170,288
-218
387
$19.1M 0.03%
181,679
+26,037
388
$19.1M 0.03%
797,012
+383,944
389
$19.1M 0.03%
399,978
+12,700
390
$19.1M 0.03%
66,712
-1,098
391
$19M 0.03%
205,756
-449
392
$19M 0.03%
776,647
+17,078
393
$18.9M 0.03%
382,894
+215,195
394
$18.9M 0.03%
80,329
-3,203
395
$18.9M 0.03%
32,071
-166
396
$18.8M 0.03%
805,368
+29,867
397
$18.8M 0.03%
405,738
-140,638
398
$18.7M 0.03%
752,035
-1,409
399
$18.6M 0.03%
91,385
-3,049
400
$18.5M 0.03%
674,962
-10,860
14 15
16
17 18