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
2076
$370K ﹤0.01%
+17,030
2077
$369K ﹤0.01%
28,827
-20,958
2078
$368K ﹤0.01%
16,565
-453
2079
$366K ﹤0.01%
+6,155
2080
$366K ﹤0.01%
9,849
+592
2081
$366K ﹤0.01%
9,154
-1,816
2082
$366K ﹤0.01%
4,403
-190
2083
$365K ﹤0.01%
7,722
+687
2084
$365K ﹤0.01%
7,543
-3,176
2085
$365K ﹤0.01%
23,991
-463
2086
$365K ﹤0.01%
14,615
-579
2087
$364K ﹤0.01%
24,966
-963
2088
$364K ﹤0.01%
8,275
+1,930
2089
$363K ﹤0.01%
13,322
-2,656
2090
$362K ﹤0.01%
+25,210
2091
$361K ﹤0.01%
27,035
-405
2092
$360K ﹤0.01%
2,406
+173
2093
$360K ﹤0.01%
11,368
+4,865
2094
$360K ﹤0.01%
10,227
+600
2095
$359K ﹤0.01%
9,404
-466
2096
$356K ﹤0.01%
3,058
+56
2097
$356K ﹤0.01%
15,478
-195
2098
$354K ﹤0.01%
+18,855
2099
$354K ﹤0.01%
16,409
-3,193
2100
$354K ﹤0.01%
17,596
-3,397
82 83
84
85 86