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
701
$7.19M 0.01%
711,365
-19,787
702
$7.19M 0.01%
323,335
-359,332
703
$7.18M 0.01%
35,889
+4,284
704
$7.17M 0.01%
56,251
+168
705
$7.15M 0.01%
43,633
+5,229
706
$7.13M 0.01%
415,506
+97,542
707
$7.13M 0.01%
223,129
-4,862
708
$7.1M 0.01%
74,632
+1,377
709
$7.1M 0.01%
76,085
-5,306
710
$7.1M 0.01%
100,338
-153,017
711
$7.09M 0.01%
191,526
-37,578
712
$7.08M 0.01%
42,520
+559
713
$7M 0.01%
228,155
+2,321
714
$6.97M 0.01%
151,644
+87,868
715
$6.97M 0.01%
309,624
-2,408
716
$6.96M 0.01%
257,269
+51,953
717
$6.95M 0.01%
153,449
+3,440
718
$6.93M 0.01%
101,908
+19,401
719
$6.93M 0.01%
121,312
+17,217
720
$6.91M 0.01%
253,076
-1,628
721
$6.9M 0.01%
17,314
+1,779
722
$6.89M 0.01%
63,819
-6,448
723
$6.88M 0.01%
123,698
-2,602
724
$6.85M 0.01%
116,482
-5,862
725
$6.84M 0.01%
266,273
27 28
29
30 31