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
1026
$3.14M 0.01%
62,630
-6,556
1027
$3.12M 0.01%
91,757
-2,228
1028
$3.12M 0.01%
46,153
-8,214
1029
$3.11M 0.01%
112,423
+2,893
1030
$3.09M 0.01%
16,393
+68
1031
$3.09M 0.01%
51,283
-4,404
1032
$3.08M 0.01%
95,061
+43,381
1033
$3.07M 0.01%
46,435
-925
1034
$3.05M 0.01%
163,516
-15,152
1035
$3.05M 0.01%
77,135
+29,535
1036
$3.04M 0.01%
+100,154
1037
$3.04M 0.01%
39,500
-14
1038
$3.03M 0.01%
43,873
-18,604
1039
$3.03M 0.01%
153,421
-16,616
1040
$3.03M 0.01%
72,172
+5,896
1041
$3.02M 0.01%
37,064
+819
1042
$3.02M 0.01%
20,662
-318
1043
$3.02M 0.01%
175,543
-8,952
1044
$3.02M 0.01%
40,503
+7,685
1045
$3M 0.01%
183,778
-1,609
1046
$3M 0.01%
19,520
-1,915
1047
$3M 0.01%
51,508
-3,006
1048
$3M 0.01%
147,313
-25,023
1049
$2.99M 0.01%
94,369
-5,769
1050
$2.99M 0.01%
27,563
-3,855
40 41
42
43 44