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
2126
$342K ﹤0.01%
10,591
+1,969
2127
$341K ﹤0.01%
4,909
-1,536
2128
$340K ﹤0.01%
39,439
+2,541
2129
$339K ﹤0.01%
2,736
+809
2130
$339K ﹤0.01%
10,510
-32,737
2131
$338K ﹤0.01%
5,160
-893
2132
$338K ﹤0.01%
4,726
+1,389
2133
$336K ﹤0.01%
27,627
2134
$336K ﹤0.01%
3,750
-829
2135
$335K ﹤0.01%
6,169
-13
2136
$335K ﹤0.01%
14,076
+53
2137
$334K ﹤0.01%
+7,390
2138
$334K ﹤0.01%
3,292
-145
2139
$333K ﹤0.01%
24,493
-1,683
2140
$333K ﹤0.01%
10,282
+3,278
2141
$333K ﹤0.01%
+2,744
2142
$332K ﹤0.01%
6,266
-1,247
2143
$332K ﹤0.01%
18,083
-3,647
2144
$331K ﹤0.01%
24,661
+169
2145
$331K ﹤0.01%
+5,890
2146
$331K ﹤0.01%
3,314
-536
2147
$328K ﹤0.01%
9,891
-191
2148
$328K ﹤0.01%
6,819
-1,720
2149
$328K ﹤0.01%
230,921
+57,171
2150
$327K ﹤0.01%
104,959
+58
84 85
86
87 88