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
101
$134M 0.22%
2,310,985
-525,196
102
$134M 0.22%
723,716
+40,916
103
$133M 0.22%
1,205,892
+5,081
104
$133M 0.22%
3,994,764
+74,746
105
$132M 0.22%
1,624,504
+87,522
106
$128M 0.21%
2,573,025
-320,513
107
$128M 0.21%
1,110,282
-91,822
108
$127M 0.21%
1,145,115
+184,023
109
$123M 0.21%
241,903
+38,352
110
$122M 0.2%
1,936,303
-24,853
111
$121M 0.2%
1,168,804
-96,740
112
$117M 0.2%
3,070,945
-51,183
113
$114M 0.19%
279,714
+12,691
114
$114M 0.19%
463,346
-11,634
115
$113M 0.19%
544,005
+3,577
116
$112M 0.19%
526,256
-7,174
117
$112M 0.19%
808,911
+132,507
118
$111M 0.19%
1,627,835
+186,629
119
$109M 0.18%
1,102,879
-216,918
120
$108M 0.18%
548,936
+78,255
121
$108M 0.18%
3,943,073
+59,114
122
$107M 0.18%
931,237
-23,133
123
$105M 0.18%
205,375
+13,392
124
$104M 0.17%
2,764,570
+879,790
125
$103M 0.17%
2,334,047
-1,063,216
3 4
5
6 7