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
1301
$1.74M ﹤0.01%
119,548
-8,359
1302
$1.7M ﹤0.01%
18,672
+1,008
1303
$1.69M ﹤0.01%
52,194
+261
1304
$1.69M ﹤0.01%
171,369
-6,166
1305
$1.69M ﹤0.01%
48,731
-70,936
1306
$1.68M ﹤0.01%
19,965
-438
1307
$1.67M ﹤0.01%
42,674
+2,569
1308
$1.67M ﹤0.01%
21,192
-185
1309
$1.67M ﹤0.01%
58,338
-155
1310
$1.66M ﹤0.01%
61,472
+16,303
1311
$1.66M ﹤0.01%
11,579
-4,692
1312
$1.66M ﹤0.01%
40,958
+8,034
1313
$1.66M ﹤0.01%
13,619
-4,457
1314
$1.66M ﹤0.01%
18,574
-6,216
1315
$1.65M ﹤0.01%
66,941
-4,494
1316
$1.65M ﹤0.01%
76,439
-8,875
1317
$1.65M ﹤0.01%
+44,041
1318
$1.65M ﹤0.01%
26,565
-8,472
1319
$1.65M ﹤0.01%
60,881
-3,191
1320
$1.65M ﹤0.01%
51,919
+586
1321
$1.65M ﹤0.01%
963,200
-109,523
1322
$1.64M ﹤0.01%
54,010
-766
1323
$1.64M ﹤0.01%
23,780
+426
1324
$1.64M ﹤0.01%
8,338
+1,513
1325
$1.64M ﹤0.01%
38,703
+25,177
51 52
53
54 55