Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

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
576
$10.2M 0.02%
38,781
+11,492
577
$10.2M 0.02%
301,458
-5,289
578
$10.2M 0.02%
404,795
-68,756
579
$10.2M 0.02%
483,775
+9,423
580
$10.1M 0.02%
211,726
+14,604
581
$10.1M 0.02%
249,456
-4,304
582
$10.1M 0.02%
82,132
-2,297
583
$10.1M 0.02%
188,108
+9,040
584
$10M 0.02%
144,492
-2,686
585
$10M 0.02%
322,905
+28,779
586
$10M 0.02%
156,291
-11,684
587
$9.97M 0.02%
114,005
+7,887
588
$9.96M 0.02%
217,927
+21,988
589
$9.87M 0.02%
176,537
+521
590
$9.86M 0.02%
40,031
+1,598
591
$9.85M 0.02%
142,151
+47,975
592
$9.8M 0.02%
364,117
-7,911
593
$9.77M 0.02%
369,074
+203,007
594
$9.74M 0.02%
251,592
+12,845
595
$9.7M 0.02%
267,450
+24,989
596
$9.63M 0.02%
272,650
-4,233
597
$9.6M 0.02%
242,094
+6,539
598
$9.52M 0.02%
38,831
+659
599
$9.42M 0.02%
84,862
-1,151
600
$9.29M 0.02%
154,214
-7,333
22 23
24
25 26