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
2401
$214K ﹤0.01%
81,171
-12,524
2402
$214K ﹤0.01%
10,007
-1,325
2403
$213K ﹤0.01%
16,562
-360
2404
$211K ﹤0.01%
1,195
+27
2405
$210K ﹤0.01%
+5,524
2406
$208K ﹤0.01%
4,066
+22
2407
$208K ﹤0.01%
6,342
2408
$207K ﹤0.01%
6,471
-231
2409
$207K ﹤0.01%
9,290
-958
2410
$205K ﹤0.01%
+3,891
2411
$205K ﹤0.01%
+7,204
2412
$204K ﹤0.01%
+5,008
2413
$203K ﹤0.01%
1,601
-103
2414
$203K ﹤0.01%
+1,128
2415
$201K ﹤0.01%
6,676
2416
$201K ﹤0.01%
3,042
-191
2417
$198K ﹤0.01%
15,786
-500
2418
$194K ﹤0.01%
19,447
-4,916
2419
$194K ﹤0.01%
17,830
-1,564
2420
$193K ﹤0.01%
13,144
-21,640
2421
$192K ﹤0.01%
11,450
-711
2422
$192K ﹤0.01%
13,245
+1,913
2423
$191K ﹤0.01%
+10,046
2424
$189K ﹤0.01%
27,563
+13,832
2425
$189K ﹤0.01%
+10,272
95 96
97
98 99