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
901
$4.22M 0.01%
49,218
+1,992
902
$4.2M 0.01%
68,378
+10,235
903
$4.2M 0.01%
12,155
+3,066
904
$4.2M 0.01%
178,663
-10,813
905
$4.2M 0.01%
41,421
-2,229
906
$4.16M 0.01%
32,754
-6,143
907
$4.15M 0.01%
106,588
-5,745
908
$4.13M 0.01%
24,905
+841
909
$4.13M 0.01%
6,703
-130
910
$4.1M 0.01%
52,207
-4,039
911
$4.09M 0.01%
15,408
+319
912
$4.07M 0.01%
174,283
-47,229
913
$4.06M 0.01%
54,849
-1,769
914
$4.05M 0.01%
120,081
+27,483
915
$4.03M 0.01%
220,427
+12,254
916
$4.02M 0.01%
35,772
+415
917
$4.02M 0.01%
57,927
-1,256
918
$4.02M 0.01%
80,060
-9,415
919
$4.02M 0.01%
104,095
+4,877
920
$4.01M 0.01%
69,211
-4,162
921
$4M 0.01%
368,775
-9,296
922
$4M 0.01%
67,316
-1,659
923
$4M 0.01%
140,075
-65,882
924
$3.99M 0.01%
63,248
-6,701
925
$3.98M 0.01%
182,460
-12,299
35 36
37
38 39