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
951
$3.74M 0.01%
22,650
-515
952
$3.73M 0.01%
170,734
+20,582
953
$3.73M 0.01%
60,706
+13,204
954
$3.72M 0.01%
54,863
-1,321
955
$3.72M 0.01%
217,609
-20,593
956
$3.71M 0.01%
38,216
+1,862
957
$3.71M 0.01%
376,346
-18,473
958
$3.71M 0.01%
37,027
+5,129
959
$3.71M 0.01%
12,538
-594
960
$3.69M 0.01%
202,022
+5,656
961
$3.69M 0.01%
33,769
+1,237
962
$3.68M 0.01%
124,846
+37,808
963
$3.67M 0.01%
22,690
-1,111
964
$3.66M 0.01%
73,644
+4,378
965
$3.64M 0.01%
85,767
+1,461
966
$3.63M 0.01%
61,266
+3,583
967
$3.62M 0.01%
78,131
+11,343
968
$3.61M 0.01%
111,889
-3,755
969
$3.57M 0.01%
100,160
+10,519
970
$3.56M 0.01%
20,140
-196
971
$3.56M 0.01%
117,080
+50,185
972
$3.56M 0.01%
59,535
-8,952
973
$3.56M 0.01%
75,138
-1,714
974
$3.55M 0.01%
45,202
+836
975
$3.54M 0.01%
109,861
+2,513
37 38
39
40 41