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
826
$5.23M 0.01%
133,495
-21,624
827
$5.21M 0.01%
619,838
+4,090
828
$5.2M 0.01%
205,671
-6,775
829
$5.19M 0.01%
333,401
+12,764
830
$5.11M 0.01%
41,710
+1,732
831
$5.09M 0.01%
80,497
-2,847
832
$5.09M 0.01%
212,160
+42,394
833
$5.07M 0.01%
36,316
-805
834
$5.06M 0.01%
34,748
-1,844
835
$5.04M 0.01%
116,702
+12,403
836
$5.02M 0.01%
33,632
+1,319
837
$5.01M 0.01%
36,712
+4,298
838
$5.01M 0.01%
30,069
+15,792
839
$5.01M 0.01%
159,881
+476
840
$4.99M 0.01%
177,309
-20,431
841
$4.99M 0.01%
202,036
+132,217
842
$4.98M 0.01%
119,269
+10,937
843
$4.97M 0.01%
220,110
-4,916
844
$4.95M 0.01%
113,349
-20,456
845
$4.92M 0.01%
95,205
+2,523
846
$4.91M 0.01%
121,272
+30,417
847
$4.88M 0.01%
73,073
+1,826
848
$4.87M 0.01%
79,122
+5,269
849
$4.85M 0.01%
16,432
+306
850
$4.83M 0.01%
50,311
+842
32 33
34
35 36