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
1651
$787K ﹤0.01%
25,556
+565
1652
$787K ﹤0.01%
26,566
-1,198
1653
$785K ﹤0.01%
27,301
1654
$785K ﹤0.01%
16,015
-560
1655
$782K ﹤0.01%
34,477
+12,614
1656
$781K ﹤0.01%
23,563
-397
1657
$781K ﹤0.01%
171,699
-4,260
1658
$778K ﹤0.01%
7,911
-249
1659
$776K ﹤0.01%
10,112
-863
1660
$772K ﹤0.01%
9,541
-2,011
1661
$770K ﹤0.01%
19,219
-223
1662
$767K ﹤0.01%
54,000
1663
$767K ﹤0.01%
143,830
+433
1664
$767K ﹤0.01%
29,258
-333
1665
$766K ﹤0.01%
26,056
+1,338
1666
$764K ﹤0.01%
3,838
+458
1667
$762K ﹤0.01%
50,219
-10,360
1668
$761K ﹤0.01%
12,810
+445
1669
$760K ﹤0.01%
10,773
+7,147
1670
$758K ﹤0.01%
23,565
-143
1671
$758K ﹤0.01%
12,904
-33,913
1672
$757K ﹤0.01%
28,100
-1,500
1673
$757K ﹤0.01%
6,624
+1,655
1674
$756K ﹤0.01%
40,340
+3,787
1675
$755K ﹤0.01%
10,087
+78
65 66
67
68 69