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
501
$13.3M 0.02%
51,596
-17,656
502
$13.2M 0.02%
18,215
+5,620
503
$13.2M 0.02%
380,597
+8,747
504
$13.2M 0.02%
125,721
-33,406
505
$13.1M 0.02%
183,842
+4,588
506
$13M 0.02%
614,562
+12,651
507
$13M 0.02%
40,199
+3,477
508
$13M 0.02%
290,302
+99,671
509
$13M 0.02%
265,005
+15,573
510
$12.9M 0.02%
40,941
+16,040
511
$12.9M 0.02%
234,414
+83,684
512
$12.9M 0.02%
921,933
+12,371
513
$12.9M 0.02%
72,017
-4,061
514
$12.9M 0.02%
277,954
+77,418
515
$12.8M 0.02%
269,712
-7,406
516
$12.7M 0.02%
350,400
+330,075
517
$12.7M 0.02%
27,626
+15,024
518
$12.7M 0.02%
74,449
+19,479
519
$12.7M 0.02%
188,701
+5,528
520
$12.6M 0.02%
42,401
+123
521
$12.6M 0.02%
164,808
-2,182
522
$12.5M 0.02%
39,769
-2,168
523
$12.5M 0.02%
378,635
+11,217
524
$12.5M 0.02%
88,046
-14,040
525
$12.5M 0.02%
302,747
-177,791
19 20
21
22 23