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
$57.4B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$133M
3
+$119M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110M
5
NXPI icon
NXP Semiconductors
NXPI
+$101M

Top Sells

1
+$139M
2
+$135M
3
+$121M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$59.4M
5
AAPL icon
Apple
AAPL
+$54.1M

Sector Composition

1 Technology 12.4%
2 Financials 9.45%
3 Healthcare 9.25%
4 Consumer Discretionary 8.01%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$475K ﹤0.01%
18,181
+2,072
1977
$472K ﹤0.01%
+18,600
1978
$472K ﹤0.01%
23,281
+4,569
1979
$472K ﹤0.01%
38,185
1980
$469K ﹤0.01%
+10,309
1981
$468K ﹤0.01%
70,236
-1,098
1982
$467K ﹤0.01%
+9,254
1983
$467K ﹤0.01%
13,261
+855
1984
$466K ﹤0.01%
+4,830
1985
$466K ﹤0.01%
24,790
+2,565
1986
$466K ﹤0.01%
8,006
+2,056
1987
$465K ﹤0.01%
11,406
+2,691
1988
$465K ﹤0.01%
16,449
1989
$464K ﹤0.01%
9,403
-2,842
1990
$464K ﹤0.01%
2,756
+449
1991
$463K ﹤0.01%
11,411
-1,000
1992
$460K ﹤0.01%
6,805
-15,131
1993
$460K ﹤0.01%
10,827
+33
1994
$460K ﹤0.01%
8,658
-1,170
1995
$460K ﹤0.01%
12,047
+2,233
1996
$460K ﹤0.01%
11,307
+724
1997
$459K ﹤0.01%
+12,334
1998
$458K ﹤0.01%
7,487
+550
1999
$457K ﹤0.01%
9,836
-854
2000
$457K ﹤0.01%
34,177
-1,004
78 79
80
81 82