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
601
$9.28M 0.02%
180,096
+648
602
$9.24M 0.02%
96,794
-7,219
603
$9.22M 0.02%
108,461
-13,805
604
$9.19M 0.02%
46,482
+818
605
$9.17M 0.02%
182,476
+44,634
606
$9.16M 0.02%
361,704
-3,035
607
$9.1M 0.02%
220,242
-14,966
608
$9.1M 0.02%
128,353
-2,744
609
$9.1M 0.02%
396,752
+1,822
610
$9.05M 0.02%
38,656
+310
611
$9.01M 0.02%
218,462
+7,149
612
$8.98M 0.02%
162,475
-8,562
613
$8.94M 0.01%
65,167
+41,643
614
$8.94M 0.01%
195,361
+12,925
615
$8.93M 0.01%
83,282
-10,119
616
$8.9M 0.01%
128,688
+1,124
617
$8.88M 0.01%
410,204
-8,764
618
$8.85M 0.01%
93,511
-3,848
619
$8.84M 0.01%
23,603
+179
620
$8.82M 0.01%
1,029,205
621
$8.75M 0.01%
38,278
-11,222
622
$8.74M 0.01%
218,761
-12,656
623
$8.69M 0.01%
35,205
-28
624
$8.67M 0.01%
353,992
+197,081
625
$8.58M 0.01%
109,841
-398
23 24
25
26 27