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
1701
$721K ﹤0.01%
49,331
-11,308
1702
$717K ﹤0.01%
37,009
+608
1703
$716K ﹤0.01%
9,078
-202
1704
$715K ﹤0.01%
+23,689
1705
$711K ﹤0.01%
6,762
-729
1706
$709K ﹤0.01%
+8,323
1707
$708K ﹤0.01%
51,619
-8,527
1708
$708K ﹤0.01%
11,063
-715
1709
$708K ﹤0.01%
+15,333
1710
$704K ﹤0.01%
12,696
+4,245
1711
$704K ﹤0.01%
20,582
-3,148
1712
$703K ﹤0.01%
12,036
-352
1713
$701K ﹤0.01%
177,017
-10,303
1714
$700K ﹤0.01%
20,305
-2,236
1715
$698K ﹤0.01%
43,266
-198,461
1716
$696K ﹤0.01%
32,006
-1,361
1717
$695K ﹤0.01%
22,499
-2,471
1718
$694K ﹤0.01%
50,120
+2,308
1719
$693K ﹤0.01%
20,314
+569
1720
$693K ﹤0.01%
4,448
+1,817
1721
$692K ﹤0.01%
31,298
-568
1722
$692K ﹤0.01%
28,859
+13,129
1723
$691K ﹤0.01%
9,406
-5,028
1724
$689K ﹤0.01%
15,828
-1,139
1725
$688K ﹤0.01%
35,470
-1,359
67 68
69
70 71