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
426
$17.1M 0.03%
138,475
-17,255
427
$17.1M 0.03%
804,912
+135,234
428
$17.1M 0.03%
343,480
+1,909
429
$17M 0.03%
154,136
+37,054
430
$16.9M 0.03%
162,617
+44,809
431
$16.9M 0.03%
207,627
-5,771
432
$16.8M 0.03%
214,148
+5,585
433
$16.7M 0.03%
230,732
+5,225
434
$16.6M 0.03%
352,816
+79,418
435
$16.5M 0.03%
82,384
+11,307
436
$16.5M 0.03%
109,735
-5,561
437
$16.5M 0.03%
245,247
-24,115
438
$16.4M 0.03%
277,484
+14,319
439
$16.4M 0.03%
307,817
+19,804
440
$16.4M 0.03%
338,559
+193,409
441
$16.4M 0.03%
200,276
-13,468
442
$16.2M 0.03%
532,049
-25,677
443
$16.1M 0.03%
238,401
-8,868
444
$16.1M 0.03%
271,617
-10,900
445
$16.1M 0.03%
167,240
-3,126
446
$15.8M 0.03%
417,356
+51,106
447
$15.7M 0.03%
161,790
-19,023
448
$15.7M 0.03%
231,007
-29,032
449
$15.7M 0.03%
117,453
+77,181
450
$15.6M 0.03%
740,279
+498,308
16 17
18
19 20