Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

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
1801
$602K ﹤0.01%
4,847
-1,903
1802
$602K ﹤0.01%
13,896
-267,007
1803
$602K ﹤0.01%
20,958
-4,227
1804
$601K ﹤0.01%
22,211
+13,125
1805
$599K ﹤0.01%
13,425
-1,396
1806
$598K ﹤0.01%
+10,675
1807
$595K ﹤0.01%
9,034
-682
1808
$594K ﹤0.01%
56,313
+9,355
1809
$592K ﹤0.01%
31,742
+8,411
1810
$591K ﹤0.01%
2,569
-799
1811
$590K ﹤0.01%
3,712
+300
1812
$588K ﹤0.01%
14,054
-4,563
1813
$587K ﹤0.01%
7,668
-1,976
1814
$587K ﹤0.01%
16,084
-384
1815
$587K ﹤0.01%
+14,760
1816
$586K ﹤0.01%
6,506
-68
1817
$585K ﹤0.01%
10,466
+4,175
1818
$584K ﹤0.01%
14,170
-937
1819
$583K ﹤0.01%
20,920
+889
1820
$581K ﹤0.01%
30,249
-731
1821
$581K ﹤0.01%
17,188
+11,606
1822
$579K ﹤0.01%
9,839
-95
1823
$579K ﹤0.01%
+23,432
1824
$575K ﹤0.01%
10,543
+914
1825
$575K ﹤0.01%
6,974
-19,535
71 72
73
74 75