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
1376
$1.49M ﹤0.01%
165,161
-7,666
1377
$1.49M ﹤0.01%
49,484
+2,830
1378
$1.49M ﹤0.01%
30,225
-25,550
1379
$1.49M ﹤0.01%
38,325
1380
$1.48M ﹤0.01%
31,807
+1,906
1381
$1.47M ﹤0.01%
25,090
-1,310
1382
$1.47M ﹤0.01%
24,510
+3,687
1383
$1.46M ﹤0.01%
82,719
+31,406
1384
$1.45M ﹤0.01%
42,832
-173
1385
$1.45M ﹤0.01%
48,129
+3,634
1386
$1.45M ﹤0.01%
15,688
+521
1387
$1.44M ﹤0.01%
31,787
-83
1388
$1.44M ﹤0.01%
21,514
-330
1389
$1.43M ﹤0.01%
27,925
-94
1390
$1.43M ﹤0.01%
+26,688
1391
$1.42M ﹤0.01%
15,086
+19
1392
$1.42M ﹤0.01%
6,695
-5,193
1393
$1.42M ﹤0.01%
54,994
-1,259
1394
$1.42M ﹤0.01%
24,911
-1,130
1395
$1.41M ﹤0.01%
291,060
-75,000
1396
$1.41M ﹤0.01%
8,160
-1,884
1397
$1.41M ﹤0.01%
17,291
-1,084
1398
$1.41M ﹤0.01%
13,368
+197
1399
$1.4M ﹤0.01%
33,215
-658
1400
$1.4M ﹤0.01%
34,008
+17,394
54 55
56
57 58