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
1526
$1.05M ﹤0.01%
10,235
-6,083
1527
$1.05M ﹤0.01%
55,412
-147,108
1528
$1.05M ﹤0.01%
38,704
+17,032
1529
$1.05M ﹤0.01%
35,061
-2,950
1530
$1.04M ﹤0.01%
103,234
-6,398
1531
$1.04M ﹤0.01%
51,107
-973
1532
$1.04M ﹤0.01%
9,570
-160
1533
$1.04M ﹤0.01%
34,350
-127
1534
$1.03M ﹤0.01%
64,115
-6,875
1535
$1.03M ﹤0.01%
33,359
-204
1536
$1.03M ﹤0.01%
23,689
-5,704
1537
$1.03M ﹤0.01%
41,916
-17,159
1538
$1.03M ﹤0.01%
132,210
+7,327
1539
$1.03M ﹤0.01%
+20,696
1540
$1.03M ﹤0.01%
168,829
+343
1541
$1.03M ﹤0.01%
115,304
-103
1542
$1.02M ﹤0.01%
15,796
-3,114
1543
$1.02M ﹤0.01%
82,703
-15,227
1544
$1.02M ﹤0.01%
96,975
+2,031
1545
$1.02M ﹤0.01%
68,113
+42,892
1546
$1.02M ﹤0.01%
9,142
+1,407
1547
$1.02M ﹤0.01%
37,035
+870
1548
$1.02M ﹤0.01%
30,270
+3,153
1549
$1.02M ﹤0.01%
22,465
+11,119
1550
$1.01M ﹤0.01%
27,693
-667
60 61
62
63 64