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
1901
$505K ﹤0.01%
18,529
+8,711
1902
$503K ﹤0.01%
5,498
+945
1903
$501K ﹤0.01%
9,730
-2,022
1904
$501K ﹤0.01%
2,516
-30
1905
$500K ﹤0.01%
17,623
+10,386
1906
$497K ﹤0.01%
17,338
+2,364
1907
$497K ﹤0.01%
5,614
+1,624
1908
$497K ﹤0.01%
+74,695
1909
$496K ﹤0.01%
10,758
-2,163
1910
$495K ﹤0.01%
65,797
-3,030
1911
$493K ﹤0.01%
29,070
+82
1912
$492K ﹤0.01%
6,705
+742
1913
$490K ﹤0.01%
7,182
-201
1914
$490K ﹤0.01%
39,790
-6,836
1915
$488K ﹤0.01%
8,445
+1,274
1916
$488K ﹤0.01%
+20,309
1917
$487K ﹤0.01%
12,674
+5
1918
$483K ﹤0.01%
14,490
+2,945
1919
$483K ﹤0.01%
6,467
-16
1920
$481K ﹤0.01%
22,985
-4,017
1921
$481K ﹤0.01%
28,544
-1,080
1922
$481K ﹤0.01%
9,660
-4,340
1923
$480K ﹤0.01%
122,506
-20,000
1924
$479K ﹤0.01%
8,819
-14,278
1925
$477K ﹤0.01%
87,479
+11,194
75 76
77
78 79