Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

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
126
$103M 0.17%
542,621
-9,154
127
$102M 0.17%
1,350,871
-176,864
128
$99.7M 0.17%
1,088,016
+513
129
$98.1M 0.16%
193,768
-33,431
130
$98M 0.16%
4,152,810
+71,841
131
$96.8M 0.16%
31,386
+4,015
132
$96.5M 0.16%
2,134,522
+192,628
133
$96.4M 0.16%
2,975,306
-370,601
134
$95.4M 0.16%
406,273
+1,120
135
$95.1M 0.16%
414,423
+22,162
136
$93.2M 0.16%
1,189,483
+87,110
137
$92.4M 0.15%
600,564
-116,698
138
$91.9M 0.15%
951,502
+39,530
139
$91.6M 0.15%
1,924,994
-17,886
140
$91.3M 0.15%
890,483
+45,703
141
$90.7M 0.15%
1,194,223
+12,108
142
$89.6M 0.15%
442,062
+97,453
143
$89.5M 0.15%
1,553,623
+263,357
144
$89.5M 0.15%
1,095,689
+56,757
145
$89.3M 0.15%
327,955
+5,326
146
$88.2M 0.15%
1,232,128
+6,900
147
$88M 0.15%
863,859
+85,075
148
$85.9M 0.14%
973,023
+69,639
149
$83.7M 0.14%
488,187
-14,353
150
$81.9M 0.14%
1,179,466
-36,891
4 5
6
7 8