Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
2351
$233K ﹤0.01%
27,679
-3,483
2352
$233K ﹤0.01%
29,076
+700
2353
$232K ﹤0.01%
6,861
+1,214
2354
$232K ﹤0.01%
63,283
-4,856
2355
$231K ﹤0.01%
6,045
+950
2356
$231K ﹤0.01%
6,826
-1,377
2357
$231K ﹤0.01%
10,188
+1,503
2358
$230K ﹤0.01%
3,203
-228
2359
$230K ﹤0.01%
212,814
-10,000
2360
$229K ﹤0.01%
1,134
+9
2361
$229K ﹤0.01%
+55,867
2362
$229K ﹤0.01%
12,484
+256
2363
$229K ﹤0.01%
+7,824
2364
$229K ﹤0.01%
6,196
-281
2365
$228K ﹤0.01%
12,112
+117
2366
$227K ﹤0.01%
47,942
+16,576
2367
$226K ﹤0.01%
22,087
+1,631
2368
$226K ﹤0.01%
11,576
+155
2369
$225K ﹤0.01%
+6,332
2370
$225K ﹤0.01%
21,824
2371
$225K ﹤0.01%
2,555
-3,576
2372
$224K ﹤0.01%
38,437
+28,003
2373
$223K ﹤0.01%
+5,733
2374
$223K ﹤0.01%
6,107
-263
2375
$223K ﹤0.01%
31,296
93 94
95
96 97