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
51
$253M 0.42%
582,119
+59,628
52
$250M 0.42%
1,731,874
-89,214
53
$244M 0.41%
1,568,244
+55,172
54
$242M 0.4%
4,413,750
+10,991
55
$239M 0.4%
1,253,669
+25,860
56
$236M 0.39%
3,427,000
+6,931
57
$236M 0.39%
3,595,604
+108,705
58
$222M 0.37%
1,522,113
+80,456
59
$222M 0.37%
1,255,019
+61,772
60
$218M 0.36%
904,171
+30,004
61
$216M 0.36%
4,047,978
+151,833
62
$209M 0.35%
370,725
+44,058
63
$207M 0.35%
1,261,088
-7,800
64
$207M 0.35%
1,955,554
+183,110
65
$205M 0.34%
761,855
+26,917
66
$204M 0.34%
4,600,200
+6,322
67
$200M 0.33%
1,096,524
+57,106
68
$200M 0.33%
4,762,934
+337,548
69
$197M 0.33%
1,225,949
+16,659
70
$196M 0.33%
2,808,894
+249,693
71
$195M 0.33%
3,763,603
+1,870
72
$195M 0.33%
603,144
+8,492
73
$193M 0.32%
2,089,877
+112,398
74
$192M 0.32%
944,923
+51,164
75
$190M 0.32%
577,611
-12,612
1 2
3
4 5