Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

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
1226
$2.04M ﹤0.01%
13,770
-945
1227
$2.03M ﹤0.01%
+45,982
1228
$2.03M ﹤0.01%
94,352
-29,966
1229
$2.03M ﹤0.01%
45,810
+6,676
1230
$2.02M ﹤0.01%
33,943
+559
1231
$2.02M ﹤0.01%
34,771
+8,655
1232
$2.02M ﹤0.01%
96,750
+32,068
1233
$2.01M ﹤0.01%
138,798
-3,424
1234
$2.01M ﹤0.01%
59,040
-10,974
1235
$2.01M ﹤0.01%
58,334
+99
1236
$2M ﹤0.01%
26,937
-1,977
1237
$1.99M ﹤0.01%
58,683
-804
1238
$1.99M ﹤0.01%
14,792
+2,231
1239
$1.99M ﹤0.01%
67,306
-4,782
1240
$1.98M ﹤0.01%
18,277
-539
1241
$1.98M ﹤0.01%
31,137
+1,899
1242
$1.98M ﹤0.01%
10,180
-312
1243
$1.98M ﹤0.01%
49,032
-22,517
1244
$1.96M ﹤0.01%
88,465
-336
1245
$1.96M ﹤0.01%
53,558
-4,311
1246
$1.95M ﹤0.01%
160,760
-1,934
1247
$1.95M ﹤0.01%
40,573
+4,302
1248
$1.94M ﹤0.01%
9,800
-329
1249
$1.94M ﹤0.01%
13,476
+113
1250
$1.93M ﹤0.01%
93,016
-273
48 49
50
51 52