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
526
$12.5M 0.02%
136,458
+21,790
527
$12.4M 0.02%
191,465
-14,898
528
$12.2M 0.02%
206,991
-1,061
529
$12.1M 0.02%
160,141
+1,988
530
$12M 0.02%
199,578
+87,055
531
$11.9M 0.02%
107,494
-40,344
532
$11.9M 0.02%
146,151
-3,089
533
$11.8M 0.02%
238,728
+19,826
534
$11.8M 0.02%
74,661
+40,431
535
$11.7M 0.02%
71,730
+305
536
$11.7M 0.02%
899,963
+627,425
537
$11.6M 0.02%
187,030
-1,959
538
$11.6M 0.02%
74,599
+7,463
539
$11.5M 0.02%
698,052
-277,201
540
$11.5M 0.02%
58,928
+8,055
541
$11.5M 0.02%
216,739
-1,920
542
$11.5M 0.02%
241,125
-3,097
543
$11.5M 0.02%
468,225
+367,177
544
$11.4M 0.02%
372,080
+5,819
545
$11.3M 0.02%
118,787
-3,334
546
$11.3M 0.02%
224,624
-30,021
547
$11.3M 0.02%
176,934
-3,898
548
$11.2M 0.02%
171,911
+202
549
$11.2M 0.02%
86,651
+3,637
550
$11.2M 0.02%
125,700
+2,801
20 21
22
23 24