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
1001
$3.34M 0.01%
31,878
+4,810
1002
$3.34M 0.01%
15,760
-588
1003
$3.33M 0.01%
115,698
+81
1004
$3.32M 0.01%
102,734
+67,580
1005
$3.31M 0.01%
32,391
-679
1006
$3.31M 0.01%
19,554
+12,502
1007
$3.29M 0.01%
102,113
-611
1008
$3.29M 0.01%
22,686
+727
1009
$3.27M 0.01%
16,107
-36
1010
$3.27M 0.01%
59,227
+998
1011
$3.26M 0.01%
232,008
-24,956
1012
$3.25M 0.01%
102,063
-2
1013
$3.22M 0.01%
150,476
-1,504
1014
$3.22M 0.01%
61,890
+1,172
1015
$3.22M 0.01%
43,799
-1,211
1016
$3.21M 0.01%
52,919
-2,441
1017
$3.2M 0.01%
267,279
+22,321
1018
$3.2M 0.01%
22,303
+5,393
1019
$3.17M 0.01%
127,292
-7,247
1020
$3.16M 0.01%
217,415
+9,909
1021
$3.16M 0.01%
135,526
+7,265
1022
$3.15M 0.01%
92,803
-5,687
1023
$3.15M 0.01%
+110,100
1024
$3.14M 0.01%
210,295
-249,454
1025
$3.14M 0.01%
64,197
+6,347
39 40
41
42 43