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
2051
$380K ﹤0.01%
29,508
+12,530
2052
$380K ﹤0.01%
+34,018
2053
$379K ﹤0.01%
10,162
-2,041
2054
$378K ﹤0.01%
3,125
+191
2055
$377K ﹤0.01%
20,354
+6,049
2056
$377K ﹤0.01%
17,658
-4,579
2057
$376K ﹤0.01%
30,584
+3,723
2058
$376K ﹤0.01%
+17,598
2059
$375K ﹤0.01%
8,259
2060
$375K ﹤0.01%
+31,800
2061
$374K ﹤0.01%
16,300
-82
2062
$374K ﹤0.01%
+110,071
2063
$374K ﹤0.01%
7,753
-538
2064
$374K ﹤0.01%
16,866
-23,161
2065
$374K ﹤0.01%
22,666
-5,711
2066
$373K ﹤0.01%
13,352
+568
2067
$372K ﹤0.01%
8,450
2068
$372K ﹤0.01%
20,710
-833
2069
$372K ﹤0.01%
+12,413
2070
$371K ﹤0.01%
21,452
-1,980
2071
$371K ﹤0.01%
4,944
-1,907
2072
$371K ﹤0.01%
18,246
-191
2073
$371K ﹤0.01%
15,420
+72
2074
$370K ﹤0.01%
13,156
-2,604
2075
$370K ﹤0.01%
22,903
-774
81 82
83
84 85