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
1326
$1.64M ﹤0.01%
+36,506
1327
$1.63M ﹤0.01%
22,719
+1,979
1328
$1.63M ﹤0.01%
97,684
+80,146
1329
$1.63M ﹤0.01%
+24,514
1330
$1.62M ﹤0.01%
+117,272
1331
$1.62M ﹤0.01%
32,514
+6,890
1332
$1.61M ﹤0.01%
41,222
+9,733
1333
$1.61M ﹤0.01%
30,119
1334
$1.61M ﹤0.01%
10,910
-6,745
1335
$1.61M ﹤0.01%
1,450
-22
1336
$1.6M ﹤0.01%
79,148
+4,482
1337
$1.6M ﹤0.01%
186,172
-83,866
1338
$1.6M ﹤0.01%
12,869
-79
1339
$1.6M ﹤0.01%
35,228
+1,022
1340
$1.6M ﹤0.01%
14,137
+5,472
1341
$1.6M ﹤0.01%
1,434
-46
1342
$1.6M ﹤0.01%
16,888
+1,079
1343
$1.59M ﹤0.01%
11,918
+1,568
1344
$1.59M ﹤0.01%
147,878
-293,025
1345
$1.59M ﹤0.01%
125,974
1346
$1.59M ﹤0.01%
32,101
-2,909
1347
$1.58M ﹤0.01%
64,785
-3,369
1348
$1.57M ﹤0.01%
42,262
+2,043
1349
$1.57M ﹤0.01%
42,508
-380
1350
$1.57M ﹤0.01%
42,979
+12,148
52 53
54
55 56