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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.98B
2
+$1.35B
3
+$1.08B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853M
5
MSFT icon
Microsoft
MSFT
+$756M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.41M
4
GHC icon
Graham Holdings Company
GHC
+$1.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$993K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.83%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$382K ﹤0.01%
+5,783
2002
$382K ﹤0.01%
+7,041
2003
$381K ﹤0.01%
+49,158
2004
$380K ﹤0.01%
+19,487
2005
$379K ﹤0.01%
+5,096
2006
$379K ﹤0.01%
+22,050
2007
$378K ﹤0.01%
+4,229
2008
$377K ﹤0.01%
+4,908
2009
$377K ﹤0.01%
+28,383
2010
$376K ﹤0.01%
+3,704
2011
$376K ﹤0.01%
+22,751
2012
$375K ﹤0.01%
+12,067
2013
$374K ﹤0.01%
+24,797
2014
$373K ﹤0.01%
+4,321
2015
$373K ﹤0.01%
+20,919
2016
$372K ﹤0.01%
+11,569
2017
$372K ﹤0.01%
+6,814
2018
$372K ﹤0.01%
+907
2019
$371K ﹤0.01%
+3,655
2020
$368K ﹤0.01%
6,186
+960
2021
$367K ﹤0.01%
+20,712
2022
$366K ﹤0.01%
+23,855
2023
$366K ﹤0.01%
+10,129
2024
$363K ﹤0.01%
+61,000
2025
$363K ﹤0.01%
+6,888
79 80
81
82 83