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
1151
$2.36M ﹤0.01%
78,550
-8,662
1152
$2.35M ﹤0.01%
82,115
-18,075
1153
$2.35M ﹤0.01%
368,768
-3,512
1154
$2.35M ﹤0.01%
25,792
-225
1155
$2.35M ﹤0.01%
139,417
+1,098
1156
$2.35M ﹤0.01%
64,293
+1,614
1157
$2.33M ﹤0.01%
68,279
-9,928
1158
$2.33M ﹤0.01%
85,689
-2,355
1159
$2.32M ﹤0.01%
54,117
+1,209
1160
$2.31M ﹤0.01%
65,209
-9,866
1161
$2.3M ﹤0.01%
77,182
+4,186
1162
$2.3M ﹤0.01%
8,988
+76
1163
$2.28M ﹤0.01%
65,302
+1,444
1164
$2.28M ﹤0.01%
39,894
+1,887
1165
$2.27M ﹤0.01%
95,433
-15,351
1166
$2.25M ﹤0.01%
36,070
-2,582
1167
$2.25M ﹤0.01%
73,533
-4,096
1168
$2.25M ﹤0.01%
34,123
-2,445
1169
$2.25M ﹤0.01%
19,150
+859
1170
$2.24M ﹤0.01%
77,751
+29,146
1171
$2.23M ﹤0.01%
234,926
-66,711
1172
$2.22M ﹤0.01%
22,152
-1,014
1173
$2.22M ﹤0.01%
48,476
-4,190
1174
$2.22M ﹤0.01%
20,872
+744
1175
$2.21M ﹤0.01%
152,608
-10,849
45 46
47
48 49