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
401
$18.4M 0.03%
72,122
+21,278
402
$18.4M 0.03%
164,748
-13,275
403
$18.3M 0.03%
109,252
+15,255
404
$18.2M 0.03%
1,465,035
-12,492
405
$18.2M 0.03%
361,821
-8,183
406
$18.1M 0.03%
239,062
+67,913
407
$18M 0.03%
91,554
+39,746
408
$18M 0.03%
243,694
-29,697
409
$17.9M 0.03%
199,236
-10,157
410
$17.7M 0.03%
117,271
+2,703
411
$17.7M 0.03%
431,461
-35,890
412
$17.7M 0.03%
233,962
-213,061
413
$17.7M 0.03%
193,773
-13,106
414
$17.7M 0.03%
6,959
+1,141
415
$17.7M 0.03%
318,106
+23,093
416
$17.6M 0.03%
1,292,475
-216,018
417
$17.6M 0.03%
1,100,287
+9,493
418
$17.5M 0.03%
544,041
+32,966
419
$17.4M 0.03%
270,414
+46,673
420
$17.3M 0.03%
257,712
-10,169
421
$17.3M 0.03%
157,464
+2,509
422
$17.2M 0.03%
115,373
+8,397
423
$17.2M 0.03%
230,243
-9,262
424
$17.2M 0.03%
182,864
-30,367
425
$17.1M 0.03%
240,017
-1,513
15 16
17
18 19