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
1101
$2.61M ﹤0.01%
73,167
-3,457
1102
$2.61M ﹤0.01%
21,336
-954
1103
$2.61M ﹤0.01%
49,046
-706
1104
$2.59M ﹤0.01%
82,082
+14,924
1105
$2.59M ﹤0.01%
12,784
+2,322
1106
$2.58M ﹤0.01%
126,860
+70,402
1107
$2.58M ﹤0.01%
+193,239
1108
$2.58M ﹤0.01%
77,359
-3,439
1109
$2.57M ﹤0.01%
27,849
+1,091
1110
$2.57M ﹤0.01%
69,836
+22,155
1111
$2.55M ﹤0.01%
55,366
-103
1112
$2.54M ﹤0.01%
+118,905
1113
$2.54M ﹤0.01%
59,422
-698
1114
$2.54M ﹤0.01%
77,841
-1,822
1115
$2.53M ﹤0.01%
74,597
-8,930
1116
$2.52M ﹤0.01%
191,353
+134,031
1117
$2.52M ﹤0.01%
75,173
-1,989
1118
$2.52M ﹤0.01%
121,794
+16,141
1119
$2.51M ﹤0.01%
117,164
+81
1120
$2.51M ﹤0.01%
109,077
+63,307
1121
$2.51M ﹤0.01%
45,130
-236
1122
$2.5M ﹤0.01%
38,666
-37,687
1123
$2.5M ﹤0.01%
64,986
+51,032
1124
$2.5M ﹤0.01%
67,260
+935
1125
$2.5M ﹤0.01%
11,020
+2,095
43 44
45
46 47