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
451
$15.6M 0.03%
629,924
-10,099
452
$15.6M 0.03%
105,614
+4,161
453
$15.6M 0.03%
660,463
-28,528
454
$15.5M 0.03%
172,831
-20,966
455
$15.5M 0.03%
564,176
+13,614
456
$15.5M 0.03%
487,703
+20,313
457
$15.4M 0.03%
123,446
-584
458
$15.4M 0.03%
645,077
+76,229
459
$15.3M 0.03%
445,127
-10,893
460
$15.3M 0.03%
142,426
-4,700
461
$15.3M 0.03%
676,301
-69,843
462
$15.2M 0.03%
1,623,485
463
$15.2M 0.03%
56,289
+31,688
464
$15.2M 0.03%
159,855
-26,026
465
$15M 0.03%
199,402
+70,669
466
$15M 0.03%
236,130
+74,413
467
$14.9M 0.02%
187,715
-13,132
468
$14.9M 0.02%
147,564
+55,997
469
$14.7M 0.02%
75,344
-1,021
470
$14.7M 0.02%
171,386
+69,071
471
$14.6M 0.02%
392,164
+44,670
472
$14.6M 0.02%
28,513
-229
473
$14.6M 0.02%
137,554
+14,576
474
$14.4M 0.02%
84,776
-2,715
475
$14.4M 0.02%
52,916
-8,906
17 18
19
20 21