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
$45.6B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$49.8M
3
+$44.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$37.1M
5
EOG icon
EOG Resources
EOG
+$35.6M

Top Sells

1
+$70.3M
2
+$66.7M
3
+$66.5M
4
UPS icon
United Parcel Service
UPS
+$66.3M
5
MXIM
Maxim Integrated Products
MXIM
+$55M

Sector Composition

1 Technology 12.66%
2 Healthcare 9.99%
3 Financials 7.88%
4 Consumer Discretionary 7.69%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$296K ﹤0.01%
3,276
-340
2002
$296K ﹤0.01%
2,643
-40
2003
$295K ﹤0.01%
+11,450
2004
$295K ﹤0.01%
12,311
-583
2005
$294K ﹤0.01%
18,000
+733
2006
$293K ﹤0.01%
+2,883
2007
$291K ﹤0.01%
8,741
-1,053
2008
$291K ﹤0.01%
+1,225
2009
$289K ﹤0.01%
6,844
+1,701
2010
$288K ﹤0.01%
6,722
-7,831
2011
$287K ﹤0.01%
12,178
2012
$286K ﹤0.01%
21,670
+1,200
2013
$286K ﹤0.01%
8,964
-631
2014
$286K ﹤0.01%
5,088
-1,550
2015
$286K ﹤0.01%
9,746
2016
$286K ﹤0.01%
47,938
-3,415
2017
$285K ﹤0.01%
3,202
-1,518
2018
$285K ﹤0.01%
5,656
-326
2019
$285K ﹤0.01%
5,495
-202
2020
$284K ﹤0.01%
+1,160
2021
$284K ﹤0.01%
38,504
-360
2022
$283K ﹤0.01%
+12,805
2023
$283K ﹤0.01%
8,851
+562
2024
$283K ﹤0.01%
2,679
+57
2025
$282K ﹤0.01%
37,295
+12,324
79 80
81
82 83