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
2301
$261K ﹤0.01%
+12,118
2302
$260K ﹤0.01%
5,603
-485
2303
$259K ﹤0.01%
+7,056
2304
$258K ﹤0.01%
+2,752
2305
$258K ﹤0.01%
15,488
-3,124
2306
$258K ﹤0.01%
6,563
-790
2307
$258K ﹤0.01%
+1,666
2308
$258K ﹤0.01%
8,780
-1,720
2309
$256K ﹤0.01%
16,086
+40
2310
$253K ﹤0.01%
3,828
+6
2311
$253K ﹤0.01%
3,422
+339
2312
$253K ﹤0.01%
11,122
-1,818
2313
$252K ﹤0.01%
17,924
2314
$252K ﹤0.01%
+11,726
2315
$251K ﹤0.01%
11,905
-6,631
2316
$251K ﹤0.01%
12,223
-2,465
2317
$251K ﹤0.01%
5,595
+198
2318
$250K ﹤0.01%
17,097
-400
2319
$250K ﹤0.01%
3,580
-936
2320
$249K ﹤0.01%
+1,065
2321
$249K ﹤0.01%
+5,266
2322
$248K ﹤0.01%
14,609
-199
2323
$248K ﹤0.01%
13,500
-2,704
2324
$247K ﹤0.01%
7,867
-840
2325
$247K ﹤0.01%
+3,984
91 92
93
94 95