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
1051
$2.98M 0.01%
52,618
-168
1052
$2.97M 0.01%
6,429
-685
1053
$2.96M ﹤0.01%
52,979
-1,497
1054
$2.96M ﹤0.01%
367,378
-1,006
1055
$2.95M ﹤0.01%
97,217
-1,129
1056
$2.94M ﹤0.01%
150,374
+41,047
1057
$2.88M ﹤0.01%
124,786
+10,367
1058
$2.88M ﹤0.01%
39,499
+1,087
1059
$2.87M ﹤0.01%
19,778
-563
1060
$2.86M ﹤0.01%
39,234
-185
1061
$2.86M ﹤0.01%
171,355
+9,465
1062
$2.85M ﹤0.01%
8,335
-1,046
1063
$2.84M ﹤0.01%
22,743
-476
1064
$2.84M ﹤0.01%
+1,413,860
1065
$2.84M ﹤0.01%
215,457
-15,006
1066
$2.83M ﹤0.01%
134,079
-6,729
1067
$2.81M ﹤0.01%
60,718
-757
1068
$2.81M ﹤0.01%
2,532
-131
1069
$2.8M ﹤0.01%
24,161
+462
1070
$2.79M ﹤0.01%
37,107
+299
1071
$2.78M ﹤0.01%
25,721
-6,576
1072
$2.78M ﹤0.01%
12,313
+5,862
1073
$2.78M ﹤0.01%
7,329
+588
1074
$2.77M ﹤0.01%
120,751
+1,753
1075
$2.75M ﹤0.01%
70,166
-4,626
41 42
43
44 45