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
1201
$2.1M ﹤0.01%
10,729
+1,223
1202
$2.1M ﹤0.01%
30,204
-10,578
1203
$2.08M ﹤0.01%
21,533
-4,532
1204
$2.08M ﹤0.01%
5,393
+82
1205
$2.08M ﹤0.01%
29,412
-1,985
1206
$2.08M ﹤0.01%
66,021
-18,243
1207
$2.07M ﹤0.01%
10,456
+2,343
1208
$2.07M ﹤0.01%
69,597
+58,943
1209
$2.07M ﹤0.01%
16,626
+9,898
1210
$2.07M ﹤0.01%
12,361
-948
1211
$2.06M ﹤0.01%
24,790
-687
1212
$2.06M ﹤0.01%
62,129
-63,267
1213
$2.06M ﹤0.01%
28,013
-4,710
1214
$2.06M ﹤0.01%
37,920
+835
1215
$2.06M ﹤0.01%
+91,126
1216
$2.06M ﹤0.01%
12,301
-3,369
1217
$2.05M ﹤0.01%
27,889
-4,001
1218
$2.05M ﹤0.01%
26,283
+176
1219
$2.05M ﹤0.01%
29,933
-246
1220
$2.05M ﹤0.01%
19,870
+11,718
1221
$2.05M ﹤0.01%
248,353
+86
1222
$2.04M ﹤0.01%
51,139
+19,915
1223
$2.04M ﹤0.01%
43,437
+278
1224
$2.04M ﹤0.01%
198,066
+12,637
1225
$2.04M ﹤0.01%
20,810
-3,338
47 48
49
50 51