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
1126
$2.5M ﹤0.01%
116,574
-15,705
1127
$2.49M ﹤0.01%
109,018
-6,533
1128
$2.49M ﹤0.01%
127,634
+556
1129
$2.48M ﹤0.01%
99,994
-5,837
1130
$2.46M ﹤0.01%
51,740
-1,213
1131
$2.46M ﹤0.01%
91,998
-4,796
1132
$2.46M ﹤0.01%
+51,998
1133
$2.45M ﹤0.01%
96,499
+417
1134
$2.45M ﹤0.01%
56,760
+1,867
1135
$2.44M ﹤0.01%
119,723
+49,845
1136
$2.43M ﹤0.01%
61,310
+14,983
1137
$2.42M ﹤0.01%
14,863
+108
1138
$2.42M ﹤0.01%
22,234
+3,424
1139
$2.41M ﹤0.01%
18,065
-272
1140
$2.41M ﹤0.01%
40,831
+21,093
1141
$2.41M ﹤0.01%
17,805
+277
1142
$2.4M ﹤0.01%
70,587
-75
1143
$2.4M ﹤0.01%
1,603
+384
1144
$2.39M ﹤0.01%
11,422
-646
1145
$2.38M ﹤0.01%
+94,967
1146
$2.38M ﹤0.01%
86,207
+75,883
1147
$2.38M ﹤0.01%
32,119
-7,755
1148
$2.37M ﹤0.01%
42,886
-22
1149
$2.37M ﹤0.01%
95,878
+5,660
1150
$2.37M ﹤0.01%
89,598
+8,006
44 45
46
47 48