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
976
$3.53M 0.01%
137,434
+18,635
977
$3.52M 0.01%
45,024
-779
978
$3.5M 0.01%
51,542
-202
979
$3.5M 0.01%
37,387
-1,354
980
$3.5M 0.01%
46,518
-265
981
$3.5M 0.01%
18,033
+397
982
$3.49M 0.01%
+78,398
983
$3.49M 0.01%
151,089
+16,166
984
$3.48M 0.01%
28,927
-615
985
$3.47M 0.01%
66,413
+560
986
$3.47M 0.01%
104,865
-18,758
987
$3.46M 0.01%
41,250
-2,331
988
$3.46M 0.01%
26,118
+1,270
989
$3.45M 0.01%
101,498
-12,757
990
$3.42M 0.01%
81,190
-2,757
991
$3.42M 0.01%
402,723
+209,063
992
$3.42M 0.01%
60,912
+7,594
993
$3.42M 0.01%
123,830
-3,151
994
$3.41M 0.01%
41,770
+154
995
$3.41M 0.01%
80,601
-6,689
996
$3.4M 0.01%
230,063
-14,813
997
$3.39M 0.01%
123,182
-1,122
998
$3.37M 0.01%
114,161
-8,005
999
$3.36M 0.01%
120,723
-48
1000
$3.36M 0.01%
47,726
+828
38 39
40
41 42