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
2251
$286K ﹤0.01%
1,989
-432
2252
$285K ﹤0.01%
23,560
-107,545
2253
$285K ﹤0.01%
+5,474
2254
$284K ﹤0.01%
5,027
-339
2255
$284K ﹤0.01%
39,798
+1,990
2256
$284K ﹤0.01%
+17,041
2257
$283K ﹤0.01%
4,036
-21
2258
$282K ﹤0.01%
9,593
-11,692
2259
$282K ﹤0.01%
6,928
+128
2260
$282K ﹤0.01%
4,720
+990
2261
$282K ﹤0.01%
34,093
+3,036
2262
$280K ﹤0.01%
26,218
-5,253
2263
$278K ﹤0.01%
5,894
2264
$278K ﹤0.01%
+8,160
2265
$277K ﹤0.01%
4,612
+468
2266
$276K ﹤0.01%
9,519
2267
$276K ﹤0.01%
11,063
+1,136
2268
$275K ﹤0.01%
25,112
-147,167
2269
$274K ﹤0.01%
15,008
-4,723
2270
$273K ﹤0.01%
17,635
+6,383
2271
$273K ﹤0.01%
+2,786
2272
$273K ﹤0.01%
9,434
-13,871
2273
$273K ﹤0.01%
39,644
-245
2274
$272K ﹤0.01%
10,100
-1,018
2275
$272K ﹤0.01%
9,165
89 90
91
92 93