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
2001
$457K ﹤0.01%
63,380
+3,071
2002
$457K ﹤0.01%
15,252
-7,590
2003
$457K ﹤0.01%
4,322
+890
2004
$456K ﹤0.01%
21,818
-2,392
2005
$456K ﹤0.01%
17,897
+58
2006
$455K ﹤0.01%
7,667
+3,094
2007
$454K ﹤0.01%
+23,038
2008
$453K ﹤0.01%
+8,112
2009
$453K ﹤0.01%
+11,665
2010
$453K ﹤0.01%
6,120
+66
2011
$452K ﹤0.01%
65,340
-2,502
2012
$452K ﹤0.01%
16,241
+3,714
2013
$450K ﹤0.01%
17,847
+7,511
2014
$449K ﹤0.01%
9,690
+1,223
2015
$448K ﹤0.01%
+10,172
2016
$448K ﹤0.01%
12,332
-260
2017
$447K ﹤0.01%
19,791
+148
2018
$447K ﹤0.01%
3,405
-119
2019
$447K ﹤0.01%
65,489
2020
$447K ﹤0.01%
6,450
+254
2021
$445K ﹤0.01%
13,610
-431
2022
$443K ﹤0.01%
46,781
+9,571
2023
$443K ﹤0.01%
11,335
+1,098
2024
$441K ﹤0.01%
33,949
+20,843
2025
$440K ﹤0.01%
+15,452
79 80
81
82 83