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
551
$11.2M 0.02%
196,181
+15,099
552
$11.1M 0.02%
60,606
+2,905
553
$11.1M 0.02%
114,629
-6,842
554
$11M 0.02%
161,965
-15,687
555
$11M 0.02%
185,793
+25,625
556
$10.9M 0.02%
127,113
+1,529
557
$10.9M 0.02%
76,118
-1,224
558
$10.9M 0.02%
330,030
+15,802
559
$10.8M 0.02%
1,184,433
-23,856
560
$10.8M 0.02%
104,523
-8,349
561
$10.8M 0.02%
279,122
-14,807
562
$10.8M 0.02%
+536,132
563
$10.7M 0.02%
213,401
+17,366
564
$10.7M 0.02%
82,830
-8,691
565
$10.7M 0.02%
88,113
-12,894
566
$10.7M 0.02%
202,798
-11,952
567
$10.6M 0.02%
202,298
-1,667
568
$10.6M 0.02%
44,620
+417
569
$10.5M 0.02%
80,836
+162
570
$10.5M 0.02%
41,688
+6,042
571
$10.5M 0.02%
29,408
+1,394
572
$10.4M 0.02%
125,741
-2,905
573
$10.3M 0.02%
231,136
-10,424
574
$10.3M 0.02%
129,383
-4,896
575
$10.3M 0.02%
91,110
-4,612
21 22
23
24 25