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
751
$6.42M 0.01%
206,167
-53,584
752
$6.42M 0.01%
73,909
-2,256
753
$6.41M 0.01%
182,277
-10,659
754
$6.41M 0.01%
70,929
+1,550
755
$6.4M 0.01%
115,243
-3,900
756
$6.38M 0.01%
133,139
-810
757
$6.38M 0.01%
282,948
-49,788
758
$6.36M 0.01%
270,632
+14,531
759
$6.35M 0.01%
79,096
-1,068
760
$6.27M 0.01%
+209,273
761
$6.25M 0.01%
43,857
+10,487
762
$6.21M 0.01%
104,387
-939
763
$6.17M 0.01%
12,741
+4,132
764
$6.15M 0.01%
58,974
+3,821
765
$6.14M 0.01%
81,021
-142
766
$6.13M 0.01%
140,683
+21,021
767
$6.12M 0.01%
632,070
+26,581
768
$6.1M 0.01%
27,813
-594
769
$6.1M 0.01%
199,012
-1,383
770
$6.09M 0.01%
254,944
-2,693
771
$6.02M 0.01%
6,926
+2,070
772
$5.95M 0.01%
134,444
-27,851
773
$5.95M 0.01%
221,978
-66,139
774
$5.93M 0.01%
117,616
-12,409
775
$5.93M 0.01%
147,187
-3,474
29 30
31
32 33