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
151
$81.2M 0.14%
313,027
+13,673
152
$80.4M 0.13%
213,070
+20,935
153
$80.4M 0.13%
880,103
-20,140
154
$80.2M 0.13%
401,386
-31,466
155
$79.4M 0.13%
370,786
+11,275
156
$79.2M 0.13%
423,389
+3,534
157
$79M 0.13%
227,063
+58,219
158
$78.8M 0.13%
288,579
+33,907
159
$78.7M 0.13%
560,700
+42,839
160
$78.7M 0.13%
861,789
+71,181
161
$78.2M 0.13%
213,900
+7,048
162
$78M 0.13%
873,985
+58,352
163
$75.3M 0.13%
536,646
-25,502
164
$75.3M 0.13%
1,241,970
+46,215
165
$75.2M 0.13%
392,267
+54,047
166
$74.1M 0.12%
1,459,753
+146,020
167
$73.4M 0.12%
250,991
+51,531
168
$71.6M 0.12%
754,465
+17,762
169
$70.6M 0.12%
347,718
+2,410
170
$69.9M 0.12%
153,504
+23
171
$69.8M 0.12%
315,958
+6,384
172
$69.4M 0.12%
674,679
-1,025
173
$69.2M 0.12%
1,011,118
+49,163
174
$67.6M 0.11%
1,369,204
+115,628
175
$67.5M 0.11%
705,830
+126,074
5 6
7
8 9