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
2426
$186K ﹤0.01%
29,700
-1,801
2427
$184K ﹤0.01%
22,866
-729
2428
$183K ﹤0.01%
10,950
-774
2429
$181K ﹤0.01%
63,676
+6,290
2430
$179K ﹤0.01%
29,536
+812
2431
$179K ﹤0.01%
32,237
+18,556
2432
$177K ﹤0.01%
14,769
-29,210
2433
$176K ﹤0.01%
38,134
-8,149
2434
$175K ﹤0.01%
11,493
-3,145
2435
$174K ﹤0.01%
11,220
2436
$172K ﹤0.01%
22,542
-160,746
2437
$171K ﹤0.01%
17,412
-13
2438
$169K ﹤0.01%
22,158
+3,175
2439
$168K ﹤0.01%
11,586
-253
2440
$166K ﹤0.01%
10,381
-5,191
2441
$166K ﹤0.01%
12,993
-2,620
2442
$166K ﹤0.01%
13,160
2443
$165K ﹤0.01%
10,691
2444
$161K ﹤0.01%
11,567
-48,508
2445
$161K ﹤0.01%
16,829
2446
$160K ﹤0.01%
11,706
-2,392
2447
$160K ﹤0.01%
28,847
-1,965
2448
$160K ﹤0.01%
19,532
+1,995
2449
$158K ﹤0.01%
15,821
-4,091
2450
$155K ﹤0.01%
12,524
96 97
98
99 100