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
476
$14.4M 0.02%
176,979
+663
477
$14.3M 0.02%
249,570
+64,461
478
$14.3M 0.02%
131,298
-4,424
479
$14.1M 0.02%
151,204
-19,912
480
$13.9M 0.02%
263,479
+49,323
481
$13.8M 0.02%
176,300
-12,116
482
$13.8M 0.02%
36,773
-2,638
483
$13.8M 0.02%
27,976
-10,761
484
$13.8M 0.02%
146,959
-54,585
485
$13.7M 0.02%
254,633
-20,246
486
$13.7M 0.02%
65,918
+6,129
487
$13.7M 0.02%
202,767
-10,530
488
$13.6M 0.02%
31,137
-1,949
489
$13.5M 0.02%
60,536
+3,048
490
$13.5M 0.02%
217,976
+3,339
491
$13.5M 0.02%
460,033
-181,573
492
$13.5M 0.02%
201,329
-9,060
493
$13.4M 0.02%
9,717
-353
494
$13.4M 0.02%
266,267
+78,551
495
$13.4M 0.02%
245,477
-16,292
496
$13.4M 0.02%
116,660
-9,353
497
$13.4M 0.02%
261,757
+39,574
498
$13.3M 0.02%
525,876
-34,778
499
$13.3M 0.02%
253,805
-16,563
500
$13.3M 0.02%
65,846
-33,080
18 19
20
21 22