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
1276
$1.84M ﹤0.01%
78,667
+1,150
1277
$1.83M ﹤0.01%
60,364
+164
1278
$1.83M ﹤0.01%
52,647
-1,949
1279
$1.82M ﹤0.01%
28,796
-232
1280
$1.82M ﹤0.01%
11,153
-192
1281
$1.8M ﹤0.01%
19,681
-1,816
1282
$1.79M ﹤0.01%
23,617
+344
1283
$1.79M ﹤0.01%
14,298
-1,548
1284
$1.79M ﹤0.01%
31,685
+791
1285
$1.78M ﹤0.01%
14,216
-1,681
1286
$1.78M ﹤0.01%
76,965
+11,200
1287
$1.78M ﹤0.01%
33,414
-370
1288
$1.77M ﹤0.01%
20,938
+18,158
1289
$1.77M ﹤0.01%
9,842
+1,071
1290
$1.77M ﹤0.01%
28,057
-227
1291
$1.76M ﹤0.01%
52,930
+33,703
1292
$1.76M ﹤0.01%
121,035
-110,724
1293
$1.76M ﹤0.01%
37,178
+2,971
1294
$1.75M ﹤0.01%
95,151
-16,550
1295
$1.75M ﹤0.01%
51,496
+43,816
1296
$1.75M ﹤0.01%
42,111
+29,599
1297
$1.75M ﹤0.01%
24,284
-444
1298
$1.74M ﹤0.01%
133,090
+3,677
1299
$1.74M ﹤0.01%
42,829
-1,852
1300
$1.74M ﹤0.01%
113,952
+1,142
50 51
52
53 54