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
626
$8.53M 0.01%
121,773
+76,455
627
$8.5M 0.01%
93,326
-6,225
628
$8.49M 0.01%
180,681
-50,753
629
$8.49M 0.01%
58,737
+3,013
630
$8.47M 0.01%
90,902
-472
631
$8.47M 0.01%
124,973
-25,656
632
$8.46M 0.01%
352,468
+172,069
633
$8.45M 0.01%
106,276
+3,428
634
$8.41M 0.01%
123,688
+41,585
635
$8.38M 0.01%
280,804
636
$8.36M 0.01%
112,385
+16,289
637
$8.35M 0.01%
55,245
+1,653
638
$8.35M 0.01%
123,458
-1,742
639
$8.33M 0.01%
153,248
+5,117
640
$8.31M 0.01%
256,764
-6,123
641
$8.29M 0.01%
136,749
-87,887
642
$8.28M 0.01%
306,228
-31,585
643
$8.24M 0.01%
245,053
-107,429
644
$8.24M 0.01%
42,061
+1,255
645
$8.22M 0.01%
276,979
+155,391
646
$8.2M 0.01%
95,839
+4,083
647
$8.12M 0.01%
36,595
+357
648
$8.12M 0.01%
337,912
+21,560
649
$8.11M 0.01%
391,480
-15,212
650
$8.08M 0.01%
184,547
-4,468
24 25
26
27 28