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
1951
$451K ﹤0.01%
15,483
1952
$450K ﹤0.01%
63,711
+48,375
1953
$450K ﹤0.01%
27,434
-1,304,379
1954
$449K ﹤0.01%
5,468
-1,101
1955
$449K ﹤0.01%
24,179
+27
1956
$448K ﹤0.01%
+33,312
1957
$448K ﹤0.01%
+9,810
1958
$446K ﹤0.01%
23,246
-5,292
1959
$446K ﹤0.01%
42,140
1960
$443K ﹤0.01%
43,384
+1
1961
$443K ﹤0.01%
20,931
-6,334
1962
$443K ﹤0.01%
4,388
-288
1963
$441K ﹤0.01%
5,936
-2,752
1964
$439K ﹤0.01%
10,799
-1,090
1965
$439K ﹤0.01%
37,784
-3,791
1966
$438K ﹤0.01%
16,020
-3,225
1967
$438K ﹤0.01%
23,901
+5,717
1968
$436K ﹤0.01%
20,414
+57
1969
$436K ﹤0.01%
2,565
-1,708
1970
$433K ﹤0.01%
1,166
-239
1971
$432K ﹤0.01%
15,627
-3,153
1972
$431K ﹤0.01%
20,232
-7,893
1973
$430K ﹤0.01%
9,523
-5,641
1974
$430K ﹤0.01%
21,676
-1,034
1975
$430K ﹤0.01%
9,545
+4,530
77 78
79
80 81