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
1351
$1.56M ﹤0.01%
25,582
-4,851
1352
$1.55M ﹤0.01%
91,498
+20,828
1353
$1.55M ﹤0.01%
28,262
+3,924
1354
$1.54M ﹤0.01%
28,426
1355
$1.54M ﹤0.01%
208,394
+3,116
1356
$1.54M ﹤0.01%
147,195
-1,180
1357
$1.53M ﹤0.01%
30,863
+287
1358
$1.53M ﹤0.01%
130,661
-3,186
1359
$1.53M ﹤0.01%
59,273
-8,805
1360
$1.53M ﹤0.01%
14,308
+349
1361
$1.53M ﹤0.01%
41,617
-6,053
1362
$1.53M ﹤0.01%
11,392
-471
1363
$1.53M ﹤0.01%
20,627
+429
1364
$1.53M ﹤0.01%
11,070
-11,089
1365
$1.53M ﹤0.01%
35,884
-913
1366
$1.52M ﹤0.01%
36,639
-1,273
1367
$1.52M ﹤0.01%
82,689
+34,340
1368
$1.52M ﹤0.01%
88,343
-494
1369
$1.52M ﹤0.01%
16,779
-3,960
1370
$1.52M ﹤0.01%
+87,159
1371
$1.51M ﹤0.01%
14,237
+507
1372
$1.51M ﹤0.01%
35,470
-913
1373
$1.51M ﹤0.01%
30,883
-577
1374
$1.5M ﹤0.01%
5,966
+50
1375
$1.5M ﹤0.01%
147,753
-21,693
53 54
55
56 57