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
26
$418M 0.7%
4,060,789
+73,170
27
$415M 0.69%
2,458,607
+106,696
28
$414M 0.69%
2,441,257
+63,893
29
$411M 0.69%
3,139,688
+455,009
30
$400M 0.67%
4,940,942
-522,401
31
$394M 0.66%
1,101,004
+35,449
32
$367M 0.61%
727,823
+64,443
33
$359M 0.6%
2,050,418
-5,829
34
$347M 0.58%
2,287,611
-29,126
35
$341M 0.57%
7,095,010
-302,605
36
$317M 0.53%
3,218,080
+1,357,503
37
$312M 0.52%
1,016,269
+50,860
38
$307M 0.51%
1,021,283
+343,271
39
$304M 0.51%
1,433,441
-98,432
40
$297M 0.5%
2,626,750
+257,713
41
$293M 0.49%
1,075,896
+127,309
42
$293M 0.49%
835,320
+61,265
43
$285M 0.48%
3,204,334
+2,836
44
$284M 0.48%
2,936,016
+22,519
45
$280M 0.47%
3,365,390
+417,350
46
$268M 0.45%
3,900,349
-246,337
47
$264M 0.44%
3,816,204
+142,729
48
$261M 0.44%
1,680,454
-8,751
49
$260M 0.43%
402,556
+6,203
50
$257M 0.43%
2,185,932
+16,697
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