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
1076
$2.74M ﹤0.01%
306,118
1077
$2.73M ﹤0.01%
133,957
-5,097
1078
$2.73M ﹤0.01%
8,945
+677
1079
$2.72M ﹤0.01%
18,320
+1,546
1080
$2.72M ﹤0.01%
72,682
-1,307
1081
$2.72M ﹤0.01%
35,294
-542
1082
$2.7M ﹤0.01%
170,078
+6,673
1083
$2.69M ﹤0.01%
79,000
-25,764
1084
$2.68M ﹤0.01%
44,417
-17,870
1085
$2.68M ﹤0.01%
58,404
+18,608
1086
$2.68M ﹤0.01%
10,325
+1,964
1087
$2.67M ﹤0.01%
27,412
-47
1088
$2.67M ﹤0.01%
42,635
+11,253
1089
$2.67M ﹤0.01%
21,577
-17
1090
$2.67M ﹤0.01%
131,494
-2,560
1091
$2.66M ﹤0.01%
123,978
+1,596
1092
$2.66M ﹤0.01%
28,852
-538
1093
$2.66M ﹤0.01%
16,604
+603
1094
$2.65M ﹤0.01%
30,758
+1,243
1095
$2.65M ﹤0.01%
97,627
+2,362
1096
$2.64M ﹤0.01%
49,452
-349,748
1097
$2.63M ﹤0.01%
69,312
-87
1098
$2.62M ﹤0.01%
112,693
-12,063
1099
$2.62M ﹤0.01%
282,367
+149,180
1100
$2.61M ﹤0.01%
122,209
+30,105
42 43
44
45 46