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
$44.4B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,606
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$141M
3
+$135M
4
BND icon
Vanguard Total Bond Market
BND
+$98.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$67.9M

Top Sells

1
+$106M
2
+$105M
3
+$87.1M
4
GM icon
General Motors
GM
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$67M

Sector Composition

1 Technology 12.71%
2 Healthcare 10.46%
3 Financials 8.22%
4 Consumer Discretionary 7.68%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$271K ﹤0.01%
17,629
-1,914
2002
$271K ﹤0.01%
+5,162
2003
$271K ﹤0.01%
4,510
-37,992
2004
$271K ﹤0.01%
21,150
+1
2005
$270K ﹤0.01%
+12,654
2006
$269K ﹤0.01%
13,207
-1,276
2007
$269K ﹤0.01%
10,377
+1,169
2008
$269K ﹤0.01%
21,634
+8
2009
$268K ﹤0.01%
17,430
+1,339
2010
$268K ﹤0.01%
16,449
-14
2011
$268K ﹤0.01%
+7,563
2012
$268K ﹤0.01%
3,920
-273
2013
$267K ﹤0.01%
5,283
+141
2014
$267K ﹤0.01%
+44,181
2015
$267K ﹤0.01%
11,694
-3,176
2016
$266K ﹤0.01%
14,423
+3,947
2017
$266K ﹤0.01%
1,225
-30
2018
$265K ﹤0.01%
+3,875
2019
$264K ﹤0.01%
2,760
-752
2020
$264K ﹤0.01%
11,888
2021
$264K ﹤0.01%
21,731
-1,190
2022
$264K ﹤0.01%
36,700
-7,101
2023
$264K ﹤0.01%
+6,978
2024
$262K ﹤0.01%
1,769
-168
2025
$262K ﹤0.01%
5,282
-203
79 80
81
82 83