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
1976
$430K ﹤0.01%
17,182
+1,986
1977
$429K ﹤0.01%
7,618
+262
1978
$428K ﹤0.01%
2,277
-481
1979
$428K ﹤0.01%
16,178
-2,079
1980
$428K ﹤0.01%
+7,390
1981
$426K ﹤0.01%
45,523
-9,110
1982
$425K ﹤0.01%
7,755
+2,167
1983
$425K ﹤0.01%
12,141
-133
1984
$424K ﹤0.01%
15,703
-219
1985
$422K ﹤0.01%
10,147
-2,038
1986
$421K ﹤0.01%
4,868
-434
1987
$421K ﹤0.01%
10,586
+5,040
1988
$421K ﹤0.01%
15,619
-3,151
1989
$420K ﹤0.01%
18,734
+1,823
1990
$419K ﹤0.01%
10,926
+376
1991
$419K ﹤0.01%
10,324
-23
1992
$418K ﹤0.01%
+14,883
1993
$418K ﹤0.01%
81,396
+152
1994
$418K ﹤0.01%
50,000
1995
$416K ﹤0.01%
21,384
-2,624
1996
$416K ﹤0.01%
10,250
+176
1997
$415K ﹤0.01%
5,558
-430
1998
$415K ﹤0.01%
+9,897
1999
$414K ﹤0.01%
2,269
-28
2000
$414K ﹤0.01%
14,856
+98
78 79
80
81 82