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
1251
$1.93M ﹤0.01%
57,333
+11,953
1252
$1.93M ﹤0.01%
33,431
-2,052
1253
$1.93M ﹤0.01%
16,302
-2,389
1254
$1.92M ﹤0.01%
58,943
+4,386
1255
$1.92M ﹤0.01%
23,879
-599
1256
$1.91M ﹤0.01%
36,047
+4,451
1257
$1.91M ﹤0.01%
+30,838
1258
$1.91M ﹤0.01%
90,384
+9,386
1259
$1.9M ﹤0.01%
12,550
-3,804
1260
$1.89M ﹤0.01%
155,283
+5,019
1261
$1.89M ﹤0.01%
18,116
+1,273
1262
$1.89M ﹤0.01%
45,797
-3,334
1263
$1.89M ﹤0.01%
7,391
+347
1264
$1.88M ﹤0.01%
81,946
-14,888
1265
$1.88M ﹤0.01%
18,942
-1,827
1266
$1.88M ﹤0.01%
21,496
+4,134
1267
$1.87M ﹤0.01%
38,075
-2,390
1268
$1.87M ﹤0.01%
54,976
-83,355
1269
$1.86M ﹤0.01%
24,145
+4,518
1270
$1.86M ﹤0.01%
55,615
-20,325
1271
$1.86M ﹤0.01%
19,621
-81
1272
$1.85M ﹤0.01%
23,650
-5,595
1273
$1.84M ﹤0.01%
55,008
+1,102
1274
$1.84M ﹤0.01%
103,866
-3,963
1275
$1.84M ﹤0.01%
46,405
+2,460
49 50
51
52 53