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
1626
$829K ﹤0.01%
51,340
-214,518
1627
$827K ﹤0.01%
15,277
-696
1628
$825K ﹤0.01%
26,898
+6,947
1629
$823K ﹤0.01%
68,253
-4,750
1630
$823K ﹤0.01%
13,950
-231
1631
$821K ﹤0.01%
8,951
-706
1632
$819K ﹤0.01%
15,528
-3,204
1633
$817K ﹤0.01%
14,852
+6,773
1634
$817K ﹤0.01%
20,606
+267
1635
$811K ﹤0.01%
46,833
-27,994
1636
$810K ﹤0.01%
26,505
-53,034
1637
$810K ﹤0.01%
15,854
-3,198
1638
$810K ﹤0.01%
62,755
-7,414
1639
$809K ﹤0.01%
35,801
-6,563
1640
$808K ﹤0.01%
29,854
-129
1641
$806K ﹤0.01%
20,736
+6,472
1642
$804K ﹤0.01%
4,723
+596
1643
$804K ﹤0.01%
37,530
-65
1644
$803K ﹤0.01%
12,184
-615
1645
$801K ﹤0.01%
19,077
+58
1646
$801K ﹤0.01%
8,541
1647
$800K ﹤0.01%
30,247
+7,354
1648
$799K ﹤0.01%
6,240
+1,023
1649
$798K ﹤0.01%
6,874
+2,166
1650
$794K ﹤0.01%
52,830
+315
64 65
66
67 68