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
1426
$1.33M ﹤0.01%
13,107
+218
1427
$1.32M ﹤0.01%
54,230
+7,215
1428
$1.32M ﹤0.01%
46,270
+29,964
1429
$1.31M ﹤0.01%
14,207
-7,138
1430
$1.31M ﹤0.01%
89,856
-10,930
1431
$1.31M ﹤0.01%
5,277
+404
1432
$1.3M ﹤0.01%
48,573
-2,845
1433
$1.3M ﹤0.01%
15,603
+249
1434
$1.3M ﹤0.01%
8,405
-9
1435
$1.3M ﹤0.01%
12,198
-1,431
1436
$1.3M ﹤0.01%
16,538
+9,076
1437
$1.29M ﹤0.01%
22,712
+7,923
1438
$1.29M ﹤0.01%
43,923
-3,479
1439
$1.29M ﹤0.01%
120,947
+2,148
1440
$1.29M ﹤0.01%
16,991
+2,073
1441
$1.28M ﹤0.01%
14,153
-16,134
1442
$1.28M ﹤0.01%
80,225
+6,627
1443
$1.28M ﹤0.01%
26,669
-406
1444
$1.28M ﹤0.01%
160,068
-16,646
1445
$1.28M ﹤0.01%
25,601
+3,742
1446
$1.27M ﹤0.01%
33,220
+27,186
1447
$1.27M ﹤0.01%
49,500
+3,778
1448
$1.27M ﹤0.01%
50,159
+6,157
1449
$1.27M ﹤0.01%
53,288
-981
1450
$1.27M ﹤0.01%
17,603
-3,065
56 57
58
59 60