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
176
$67.1M 0.11%
146,919
+2,320
177
$65.7M 0.11%
630,112
-3,928
178
$65.7M 0.11%
985,770
-158,396
179
$65.2M 0.11%
1,724,626
+210,213
180
$65.1M 0.11%
660,406
-354,205
181
$63.9M 0.11%
532,241
+34,573
182
$63.9M 0.11%
718,872
+103,481
183
$63.8M 0.11%
455,495
+30,369
184
$63.5M 0.11%
981,701
-28,642
185
$63.5M 0.11%
717,885
+140,172
186
$63.2M 0.11%
482,598
+2,352
187
$62.7M 0.1%
267,651
+40,336
188
$61.2M 0.1%
2,167,156
+1,566,457
189
$60.9M 0.1%
763,568
+31,723
190
$60.7M 0.1%
823,889
-10,327
191
$59.9M 0.1%
353,544
+190,635
192
$59.5M 0.1%
1,591,232
-29,310
193
$58.5M 0.1%
1,492,807
+160,793
194
$57.9M 0.1%
109
-2
195
$57.8M 0.1%
799,359
-186,313
196
$57.8M 0.1%
375,486
+173,126
197
$57M 0.1%
2,084,190
+34,139
198
$56.9M 0.1%
3,786,252
-338,903
199
$56.2M 0.09%
1,700,140
+23,487
200
$55.7M 0.09%
1,039,934
-74,463
6 7
8
9 10