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
801
$5.6M 0.01%
88,120
-4,212
802
$5.59M 0.01%
214,208
+2,602
803
$5.57M 0.01%
168,725
+15,424
804
$5.56M 0.01%
218,975
+1,794
805
$5.55M 0.01%
128,166
+9,440
806
$5.54M 0.01%
53,898
-14,893
807
$5.54M 0.01%
100,194
+3,563
808
$5.52M 0.01%
42,325
-1,650
809
$5.46M 0.01%
126,677
+4,309
810
$5.45M 0.01%
137,869
-90
811
$5.39M 0.01%
106,728
-37,167
812
$5.38M 0.01%
41,583
+11,168
813
$5.38M 0.01%
94,537
+1,313
814
$5.37M 0.01%
27,125
+356
815
$5.36M 0.01%
127,077
-1,568
816
$5.35M 0.01%
102,341
-144
817
$5.34M 0.01%
65,212
-3,091
818
$5.34M 0.01%
70,622
+2,743
819
$5.34M 0.01%
102,227
-114,467
820
$5.34M 0.01%
106,316
+1,093
821
$5.32M 0.01%
85,154
+763
822
$5.31M 0.01%
14,819
+31
823
$5.3M 0.01%
95,078
-7,053
824
$5.28M 0.01%
167,759
+107,324
825
$5.25M 0.01%
80,630
-86
31 32
33
34 35