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
201
$54.9M 0.09%
1,544,003
+80,092
202
$54.6M 0.09%
636,429
+630,949
203
$53.9M 0.09%
160,841
+4,802
204
$53.4M 0.09%
587,609
-17,893
205
$53.3M 0.09%
335,395
+25,838
206
$53.1M 0.09%
1,450,200
+168,350
207
$52.8M 0.09%
127,147
-25,026
208
$52.2M 0.09%
529,383
+13,121
209
$51.7M 0.09%
597,049
+19,457
210
$51.3M 0.09%
1,544,835
+25,088
211
$51.1M 0.09%
91,409
+24,795
212
$50.9M 0.09%
995,214
-1,039,796
213
$50.5M 0.08%
135,593
+27,498
214
$50.2M 0.08%
679,511
-35,329
215
$50.1M 0.08%
493,744
+29,644
216
$49.7M 0.08%
114,282
+1,862
217
$49.6M 0.08%
254,471
-1,643
218
$49.2M 0.08%
250,062
+10,760
219
$49M 0.08%
1,872,866
+1,270,166
220
$48.8M 0.08%
435,136
+74,260
221
$48.3M 0.08%
1,603,155
-120,791
222
$48.2M 0.08%
496,832
-10,597
223
$48.2M 0.08%
523,692
-139,137
224
$47.9M 0.08%
820,009
+119,576
225
$47.7M 0.08%
2,626,232
-119,992
7 8
9
10 11