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
2151
$327K ﹤0.01%
+10,110
2152
$327K ﹤0.01%
+55,120
2153
$327K ﹤0.01%
+3,885
2154
$326K ﹤0.01%
14,594
-691
2155
$326K ﹤0.01%
+1,959
2156
$326K ﹤0.01%
50,000
2157
$326K ﹤0.01%
33,850
-6,826
2158
$324K ﹤0.01%
6,581
-38,004
2159
$323K ﹤0.01%
5,136
-1,000
2160
$323K ﹤0.01%
16,498
+116
2161
$323K ﹤0.01%
6,772
+412
2162
$323K ﹤0.01%
14,136
+1,556
2163
$322K ﹤0.01%
+5,184
2164
$322K ﹤0.01%
49,688
-11,705
2165
$321K ﹤0.01%
23,426
-11,341
2166
$321K ﹤0.01%
18,714
-957
2167
$320K ﹤0.01%
+31,925
2168
$319K ﹤0.01%
8,877
-163
2169
$319K ﹤0.01%
6,948
-3,907
2170
$319K ﹤0.01%
2,465
-3,094
2171
$319K ﹤0.01%
+38,890
2172
$319K ﹤0.01%
3,958
+534
2173
$318K ﹤0.01%
22,500
-2,778
2174
$317K ﹤0.01%
8,700
2175
$317K ﹤0.01%
+6,725
85 86
87
88 89