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
76
$190M 0.32%
758,287
+286,377
77
$181M 0.3%
2,591,148
-77,699
78
$177M 0.3%
3,287,528
+91,165
79
$168M 0.28%
2,193,513
-64,437
80
$168M 0.28%
2,334,241
+94,739
81
$168M 0.28%
2,844,491
-57
82
$165M 0.28%
307,586
+75,195
83
$164M 0.27%
1,367,857
+64,322
84
$163M 0.27%
3,299,904
+92,170
85
$162M 0.27%
1,824,087
+64,929
86
$155M 0.26%
744,159
+85
87
$154M 0.26%
699,187
+979
88
$153M 0.26%
736,368
-16,820
89
$153M 0.26%
1,421,197
-264,161
90
$151M 0.25%
2,264,923
-12,141
91
$151M 0.25%
380,630
+47,628
92
$151M 0.25%
1,377,710
-14,582
93
$149M 0.25%
5,197,904
+26,972
94
$145M 0.24%
513,205
+5,390
95
$145M 0.24%
2,526,191
+122,328
96
$144M 0.24%
546,265
+25,984
97
$140M 0.23%
3,211,201
+138,263
98
$138M 0.23%
2,847,979
-49,182
99
$137M 0.23%
298,370
-7,568
100
$136M 0.23%
1,109,665
+86,122
2 3
4
5 6