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
1401
$1.39M ﹤0.01%
15,092
+1,148
1402
$1.39M ﹤0.01%
37,466
+551
1403
$1.39M ﹤0.01%
17,683
+6,545
1404
$1.39M ﹤0.01%
51,944
-2,729
1405
$1.38M ﹤0.01%
103,052
+3,695
1406
$1.38M ﹤0.01%
49,777
-15,621
1407
$1.38M ﹤0.01%
32,191
-8,852
1408
$1.38M ﹤0.01%
79,311
+3,518
1409
$1.37M ﹤0.01%
38,770
+440
1410
$1.37M ﹤0.01%
8,010
+902
1411
$1.37M ﹤0.01%
20,077
+1,786
1412
$1.36M ﹤0.01%
33,311
-2,097
1413
$1.36M ﹤0.01%
33,968
+12,477
1414
$1.35M ﹤0.01%
16,272
-5,134
1415
$1.35M ﹤0.01%
78,153
-6,505
1416
$1.35M ﹤0.01%
68,056
-46,478
1417
$1.35M ﹤0.01%
132,256
-41,895
1418
$1.35M ﹤0.01%
25,858
+20,934
1419
$1.35M ﹤0.01%
10,707
-521
1420
$1.34M ﹤0.01%
42,189
+11,580
1421
$1.34M ﹤0.01%
275,925
-76,650
1422
$1.34M ﹤0.01%
132,506
-1,722
1423
$1.34M ﹤0.01%
24,810
+1,066
1424
$1.33M ﹤0.01%
33,817
+2,333
1425
$1.33M ﹤0.01%
223
-5
55 56
57
58 59