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
2176
$317K ﹤0.01%
+23,252
2177
$316K ﹤0.01%
+16,840
2178
$316K ﹤0.01%
3,204
+1,134
2179
$315K ﹤0.01%
+15,480
2180
$315K ﹤0.01%
5,063
-1,004
2181
$315K ﹤0.01%
7,316
-21,995
2182
$315K ﹤0.01%
6,435
-1,065
2183
$315K ﹤0.01%
6,914
2184
$314K ﹤0.01%
8,795
+1,131
2185
$314K ﹤0.01%
+23,060
2186
$314K ﹤0.01%
8,149
+1,151
2187
$313K ﹤0.01%
36,278
+3,451
2188
$313K ﹤0.01%
5,386
-13
2189
$313K ﹤0.01%
4,441
+336
2190
$313K ﹤0.01%
5,061
-605
2191
$313K ﹤0.01%
8,428
2192
$311K ﹤0.01%
+12,419
2193
$311K ﹤0.01%
+6,461
2194
$311K ﹤0.01%
20,054
-4,045
2195
$311K ﹤0.01%
+19,420
2196
$310K ﹤0.01%
4,556
2197
$310K ﹤0.01%
4,542
+83
2198
$309K ﹤0.01%
9,356
-198
2199
$309K ﹤0.01%
12,990
+344
2200
$308K ﹤0.01%
+31,390
86 87
88
89 90