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
1601
$891K ﹤0.01%
23,441
-971
1602
$891K ﹤0.01%
47,443
+1,873
1603
$890K ﹤0.01%
22,893
-4,772
1604
$884K ﹤0.01%
13,928
+4,540
1605
$882K ﹤0.01%
5,780
+882
1606
$880K ﹤0.01%
23,240
-2,342
1607
$880K ﹤0.01%
24,783
-940
1608
$876K ﹤0.01%
57,170
+5,925
1609
$874K ﹤0.01%
43,098
-95,450
1610
$872K ﹤0.01%
39,781
+7,389
1611
$871K ﹤0.01%
39,656
-1,471
1612
$870K ﹤0.01%
30,878
-12,837
1613
$866K ﹤0.01%
30,875
+320
1614
$866K ﹤0.01%
12,925
+665
1615
$865K ﹤0.01%
48,951
-699
1616
$860K ﹤0.01%
19,083
-6,263
1617
$854K ﹤0.01%
111,301
+23,179
1618
$853K ﹤0.01%
43,241
+3,794
1619
$852K ﹤0.01%
15,912
-3,311
1620
$849K ﹤0.01%
25,281
+1,446
1621
$849K ﹤0.01%
4,654
-2,676
1622
$845K ﹤0.01%
22,065
-105
1623
$843K ﹤0.01%
+17,782
1624
$838K ﹤0.01%
21,062
-463
1625
$830K ﹤0.01%
19,978
+2,279
63 64
65
66 67