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
1726
$686K ﹤0.01%
3,816
-80
1727
$686K ﹤0.01%
7,589
+1,004
1728
$684K ﹤0.01%
22,537
-752
1729
$684K ﹤0.01%
34,008
+1,221
1730
$684K ﹤0.01%
13,630
+808
1731
$681K ﹤0.01%
15,079
-8,685
1732
$678K ﹤0.01%
17,744
-2,546
1733
$678K ﹤0.01%
19,014
-599
1734
$677K ﹤0.01%
+8,778
1735
$677K ﹤0.01%
15,461
-25
1736
$675K ﹤0.01%
4,889
-539
1737
$675K ﹤0.01%
36,943
+2,744
1738
$673K ﹤0.01%
8,320
+18
1739
$670K ﹤0.01%
43,417
1740
$670K ﹤0.01%
28,290
-304,619
1741
$670K ﹤0.01%
6,099
+2,562
1742
$668K ﹤0.01%
19,463
+810
1743
$666K ﹤0.01%
6,463
-35
1744
$665K ﹤0.01%
40,473
-2,026
1745
$663K ﹤0.01%
82,932
+1,276
1746
$661K ﹤0.01%
13,149
-1,769
1747
$660K ﹤0.01%
12,589
-503
1748
$660K ﹤0.01%
2,540
-506
1749
$660K ﹤0.01%
4,673
-478
1750
$658K ﹤0.01%
14,310
-2,956
68 69
70
71 72