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
1551
$1.01M ﹤0.01%
+39,062
1552
$1.01M ﹤0.01%
52,648
+277
1553
$1.01M ﹤0.01%
163,247
+7,204
1554
$1.01M ﹤0.01%
94,285
-4,468
1555
$1M ﹤0.01%
3,660
+406
1556
$998K ﹤0.01%
33,557
+8
1557
$996K ﹤0.01%
19,658
+1,348
1558
$992K ﹤0.01%
4,850
-16
1559
$987K ﹤0.01%
23,942
-2,135
1560
$984K ﹤0.01%
33,193
+14,493
1561
$983K ﹤0.01%
38,519
+27,312
1562
$981K ﹤0.01%
36,433
-5,734
1563
$981K ﹤0.01%
34,749
+7,124
1564
$981K ﹤0.01%
21,524
-1,256
1565
$978K ﹤0.01%
8,137
-8,316
1566
$977K ﹤0.01%
31,115
+1,122
1567
$975K ﹤0.01%
40,932
-44,124
1568
$970K ﹤0.01%
13,497
-581
1569
$970K ﹤0.01%
46,772
+10,519
1570
$968K ﹤0.01%
62,156
1571
$968K ﹤0.01%
25,896
+6,835
1572
$967K ﹤0.01%
26,093
+2,677
1573
$964K ﹤0.01%
9,354
+48
1574
$964K ﹤0.01%
29,757
-1,116
1575
$963K ﹤0.01%
6,506
61 62
63
64 65