Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
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
1
$2.68B 4.48%
6,246,313
+76,257
2
$1.72B 2.88%
5,455,377
+636,928
3
$1.5B 2.5%
3,498,993
+83,003
4
$1.44B 2.41%
8,412,472
+896,700
5
$1.24B 2.07%
56,110,992
-2,391,666
6
$1.11B 1.85%
7,814,755
+112,526
7
$1.03B 1.72%
18,360,036
-90,736
8
$872M 1.46%
2,220,830
+27,177
9
$638M 1.07%
4,626,189
+124,296
10
$634M 1.06%
2,098,206
+80,565
11
$629M 1.05%
4,947,678
+971,356
12
$597M 1%
4,529,983
+401,501
13
$579M 0.97%
2,177,795
+14,277
14
$527M 0.88%
8,184,794
+62,086
15
$521M 0.87%
5,542,277
-121,930
16
$518M 0.87%
11,913,810
+2,482,170
17
$516M 0.86%
3,147,428
+20,983
18
$509M 0.85%
3,956,214
+414
19
$491M 0.82%
5,343,657
-438,527
20
$490M 0.82%
5,196,670
-410,717
21
$479M 0.8%
3,210,942
+62,836
22
$456M 0.76%
1,981,047
+136,888
23
$436M 0.73%
3,006,670
+85,735
24
$432M 0.72%
8,670,490
-29,810
25
$428M 0.71%
2,746,057
-52,104
1
2 3 4 5