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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$205M
3
+$138M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100M
5
TSN icon
Tyson Foods
TSN
+$70M

Top Sells

1
+$65.9M
2
+$60.6M
3
+$56.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.8M
5
WFC icon
Wells Fargo
WFC
+$52.9M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$231K ﹤0.01%
9,576
-4,004
2002
$231K ﹤0.01%
7,563
-4,317
2003
$231K ﹤0.01%
8,941
2004
$230K ﹤0.01%
7,609
-109
2005
$230K ﹤0.01%
5,480
-748
2006
$230K ﹤0.01%
13,250
-3,677
2007
$230K ﹤0.01%
6,605
-1,778
2008
$229K ﹤0.01%
10,637
-2,399
2009
$228K ﹤0.01%
6,818
+1,494
2010
$228K ﹤0.01%
+4,540
2011
$228K ﹤0.01%
4,263
-3,114
2012
$227K ﹤0.01%
+2,322
2013
$227K ﹤0.01%
23,144
-74,156
2014
$227K ﹤0.01%
13,484
-5,441
2015
$226K ﹤0.01%
4,832
-9,134
2016
$226K ﹤0.01%
12,748
-128
2017
$226K ﹤0.01%
4,072
-2,531
2018
$226K ﹤0.01%
63,047
+13,520
2019
$225K ﹤0.01%
21,205
+7,864
2020
$224K ﹤0.01%
5,485
-829
2021
$224K ﹤0.01%
28,496
+113
2022
$224K ﹤0.01%
+12,495
2023
$224K ﹤0.01%
+9,208
2024
$224K ﹤0.01%
6,213
-501
2025
$223K ﹤0.01%
+11,659
79 80
81
82 83