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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$491K ﹤0.01%
9,906
+2,861
2002
$490K ﹤0.01%
70,754
+2,900
2003
$489K ﹤0.01%
7,538
+204
2004
$489K ﹤0.01%
31,112
-1,586
2005
$489K ﹤0.01%
4,290
+1,952
2006
$483K ﹤0.01%
12,711
+80
2007
$482K ﹤0.01%
7,019
+96
2008
$481K ﹤0.01%
14,937
2009
$480K ﹤0.01%
19,510
2010
$478K ﹤0.01%
+3,128
2011
$477K ﹤0.01%
15,441
-1,324
2012
$477K ﹤0.01%
+15,708
2013
$476K ﹤0.01%
+11,725
2014
$476K ﹤0.01%
+5,820
2015
$476K ﹤0.01%
8,698
-1,574
2016
$475K ﹤0.01%
11,858
-18,293
2017
$475K ﹤0.01%
4,821
+2,299
2018
$475K ﹤0.01%
12,921
+2,157
2019
$473K ﹤0.01%
10,196
+752
2020
$471K ﹤0.01%
8,984
+5,423
2021
$469K ﹤0.01%
31,103
+5,293
2022
$469K ﹤0.01%
13,232
+3,341
2023
$469K ﹤0.01%
5,269
-1,624
2024
$468K ﹤0.01%
13,582
+112
2025
$468K ﹤0.01%
+9,324
79 80
81
82 83