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
2376
$223K ﹤0.01%
+21,422
2377
$223K ﹤0.01%
6,800
-1,200
2378
$222K ﹤0.01%
+11,974
2379
$222K ﹤0.01%
9,362
+800
2380
$221K ﹤0.01%
5,131
+30
2381
$221K ﹤0.01%
13,097
+198
2382
$221K ﹤0.01%
10,306
-1,942
2383
$221K ﹤0.01%
12,021
2384
$221K ﹤0.01%
4,028
+8
2385
$220K ﹤0.01%
+5,244
2386
$220K ﹤0.01%
7,083
-2,053
2387
$220K ﹤0.01%
2,468
+20
2388
$219K ﹤0.01%
7,986
-44
2389
$219K ﹤0.01%
27,632
-2,303
2390
$218K ﹤0.01%
13,112
+3
2391
$218K ﹤0.01%
1,885
-885
2392
$218K ﹤0.01%
3,997
+210
2393
$217K ﹤0.01%
+3,685
2394
$217K ﹤0.01%
2,428
-144
2395
$216K ﹤0.01%
+18,196
2396
$216K ﹤0.01%
1,204
-5
2397
$215K ﹤0.01%
13,982
+100
2398
$215K ﹤0.01%
+2,498
2399
$215K ﹤0.01%
11,739
-163
2400
$214K ﹤0.01%
+9,118
94 95
96
97 98