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
1826
$572K ﹤0.01%
9,397
-190
1827
$568K ﹤0.01%
32,987
-5,365
1828
$568K ﹤0.01%
266,567
+42,084
1829
$567K ﹤0.01%
47,319
-11,833
1830
$566K ﹤0.01%
22,015
-2,952
1831
$565K ﹤0.01%
12,554
+140
1832
$564K ﹤0.01%
35,977
+2,725
1833
$564K ﹤0.01%
10,874
-21
1834
$563K ﹤0.01%
59,165
-1,359
1835
$562K ﹤0.01%
14,948
-2,742
1836
$562K ﹤0.01%
58,622
-1,700
1837
$561K ﹤0.01%
9,357
+675
1838
$560K ﹤0.01%
15,718
+606
1839
$559K ﹤0.01%
5,564
-2,772
1840
$558K ﹤0.01%
13,284
+1,412
1841
$558K ﹤0.01%
3,903
-206
1842
$557K ﹤0.01%
38,285
1843
$557K ﹤0.01%
19,118
+82
1844
$557K ﹤0.01%
+7,656
1845
$555K ﹤0.01%
2,312
+65
1846
$553K ﹤0.01%
13,057
+28
1847
$553K ﹤0.01%
9,895
-651
1848
$552K ﹤0.01%
5,573
+954
1849
$551K ﹤0.01%
24,786
-5,214
1850
$550K ﹤0.01%
16,773
+369
72 73
74
75 76