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
1501
$1.11M ﹤0.01%
6,858
+696
1502
$1.11M ﹤0.01%
9,012
-2,772
1503
$1.11M ﹤0.01%
37,825
+21,200
1504
$1.1M ﹤0.01%
18,736
+58
1505
$1.1M ﹤0.01%
36,118
-9,300
1506
$1.09M ﹤0.01%
44,575
-2,959
1507
$1.09M ﹤0.01%
39,230
-859
1508
$1.08M ﹤0.01%
9,105
-98
1509
$1.08M ﹤0.01%
21,887
-2,932
1510
$1.08M ﹤0.01%
97,937
+74
1511
$1.07M ﹤0.01%
26,210
+1,071
1512
$1.07M ﹤0.01%
57,106
-2,735
1513
$1.07M ﹤0.01%
29,293
+214
1514
$1.07M ﹤0.01%
57,081
+1,890
1515
$1.06M ﹤0.01%
83,914
+5,032
1516
$1.06M ﹤0.01%
3,941
-300
1517
$1.06M ﹤0.01%
30,416
-9,414
1518
$1.05M ﹤0.01%
21,885
+2,350
1519
$1.05M ﹤0.01%
30,872
+839
1520
$1.05M ﹤0.01%
32,085
-5,097
1521
$1.05M ﹤0.01%
22,166
-1,035
1522
$1.05M ﹤0.01%
39,792
+11,148
1523
$1.05M ﹤0.01%
21,052
+3,483
1524
$1.05M ﹤0.01%
16,850
-369
1525
$1.05M ﹤0.01%
19,026
+5,677
59 60
61
62 63