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
2101
$354K ﹤0.01%
7,964
+705
2102
$353K ﹤0.01%
16,631
2103
$352K ﹤0.01%
22,161
-4,469
2104
$352K ﹤0.01%
88,483
-508
2105
$350K ﹤0.01%
+6,170
2106
$350K ﹤0.01%
6,718
2107
$350K ﹤0.01%
+4,779
2108
$350K ﹤0.01%
7,147
+1,917
2109
$349K ﹤0.01%
+4,684
2110
$348K ﹤0.01%
+12,370
2111
$348K ﹤0.01%
13,980
-2,820
2112
$348K ﹤0.01%
6,933
+125
2113
$347K ﹤0.01%
+16,809
2114
$347K ﹤0.01%
9,455
-160
2115
$347K ﹤0.01%
27,335
+791
2116
$346K ﹤0.01%
+9,084
2117
$346K ﹤0.01%
22,921
-6,385
2118
$345K ﹤0.01%
13,588
-568
2119
$345K ﹤0.01%
71,857
-30,005
2120
$345K ﹤0.01%
+15,903
2121
$345K ﹤0.01%
+17,126
2122
$345K ﹤0.01%
123,121
-2,317
2123
$344K ﹤0.01%
22,960
-253
2124
$344K ﹤0.01%
13,412
-2,700
2125
$343K ﹤0.01%
2,185
-139
83 84
85
86 87