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
726
$6.83M 0.01%
68,015
+3,508
727
$6.81M 0.01%
40,925
-2,220
728
$6.78M 0.01%
153,821
-1,774
729
$6.78M 0.01%
237,798
-1,865
730
$6.77M 0.01%
812,827
+165,847
731
$6.77M 0.01%
167,715
+23,585
732
$6.75M 0.01%
332,102
+5,057
733
$6.71M 0.01%
70,741
-1,346
734
$6.7M 0.01%
95,981
+3,993
735
$6.7M 0.01%
237,525
+2,635
736
$6.68M 0.01%
201,751
+139,634
737
$6.67M 0.01%
71,077
+390
738
$6.66M 0.01%
190,821
-131,200
739
$6.65M 0.01%
32,555
+448
740
$6.62M 0.01%
130,517
+27,605
741
$6.58M 0.01%
67,154
+426
742
$6.57M 0.01%
50,109
-1,377
743
$6.56M 0.01%
76,031
-5,206
744
$6.54M 0.01%
144,068
+2,316
745
$6.54M 0.01%
396,880
-12,765
746
$6.54M 0.01%
158,236
+2,507
747
$6.52M 0.01%
595,460
+9,387
748
$6.51M 0.01%
312,279
+3,585
749
$6.5M 0.01%
272,639
+5,709
750
$6.47M 0.01%
761,711
-5,211
28 29
30
31 32