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
651
$8.03M 0.01%
18,258
+12,072
652
$8.02M 0.01%
52,483
+23,892
653
$8.01M 0.01%
75,906
+12,486
654
$7.99M 0.01%
107,075
+5,501
655
$7.96M 0.01%
110,604
-2,186
656
$7.91M 0.01%
59,253
+2,525
657
$7.9M 0.01%
30,985
-2,762
658
$7.9M 0.01%
129,124
+2,060
659
$7.89M 0.01%
16,212
+3,540
660
$7.89M 0.01%
178,007
-78,350
661
$7.82M 0.01%
176,768
+130,765
662
$7.82M 0.01%
94,456
+3,575
663
$7.79M 0.01%
149,398
+17,189
664
$7.79M 0.01%
96,723
-1,509
665
$7.79M 0.01%
18,810
+122
666
$7.77M 0.01%
52,619
-813
667
$7.75M 0.01%
135,548
+24,490
668
$7.74M 0.01%
77,860
-55,454
669
$7.73M 0.01%
131,727
+55,983
670
$7.71M 0.01%
121,038
-1,602
671
$7.71M 0.01%
157,029
-5,494
672
$7.65M 0.01%
6,034
+977
673
$7.63M 0.01%
245,844
+114,549
674
$7.61M 0.01%
316,618
-9,277
675
$7.59M 0.01%
84,415
+12,278
25 26
27
28 29