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
2201
$308K ﹤0.01%
9,153
+683
2202
$308K ﹤0.01%
4,087
2203
$307K ﹤0.01%
8,071
-929
2204
$307K ﹤0.01%
4,108
+1,330
2205
$305K ﹤0.01%
9,663
-1,842
2206
$305K ﹤0.01%
7,381
-92
2207
$304K ﹤0.01%
12,245
-2,434
2208
$303K ﹤0.01%
11,346
+1,124
2209
$303K ﹤0.01%
25,110
+1,401
2210
$302K ﹤0.01%
+15,340
2211
$302K ﹤0.01%
30,126
-5,369
2212
$301K ﹤0.01%
10,438
-1,678
2213
$301K ﹤0.01%
+14,777
2214
$300K ﹤0.01%
18,488
-3,729
2215
$300K ﹤0.01%
+24,370
2216
$300K ﹤0.01%
6,659
-363
2217
$299K ﹤0.01%
6,121
+269
2218
$299K ﹤0.01%
7,838
+357
2219
$299K ﹤0.01%
12,473
-1,017
2220
$298K ﹤0.01%
1,724
-57
2221
$298K ﹤0.01%
4,995
+129
2222
$297K ﹤0.01%
5,912
+234
2223
$297K ﹤0.01%
24,991
-65,492
2224
$297K ﹤0.01%
18,327
+324
2225
$296K ﹤0.01%
31,254
87 88
89
90 91