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
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$453K ﹤0.01%
10,580
-1,427
2002
$453K ﹤0.01%
6,209
-1,301
2003
$452K ﹤0.01%
6,345
+184
2004
$452K ﹤0.01%
16,002
+559
2005
$451K ﹤0.01%
19,966
-10,203
2006
$450K ﹤0.01%
40,452
-4,599
2007
$450K ﹤0.01%
19,553
2008
$449K ﹤0.01%
+31,206
2009
$449K ﹤0.01%
117,171
+51
2010
$448K ﹤0.01%
21,711
-3,194
2011
$448K ﹤0.01%
48,494
-1,985
2012
$447K ﹤0.01%
6,205
-694
2013
$447K ﹤0.01%
+33,726
2014
$447K ﹤0.01%
+21,814
2015
$447K ﹤0.01%
13,216
-239
2016
$446K ﹤0.01%
24,750
-1,992
2017
$446K ﹤0.01%
16,664
+1,003
2018
$446K ﹤0.01%
16,875
-350
2019
$445K ﹤0.01%
7,883
-883
2020
$445K ﹤0.01%
14,767
+410
2021
$444K ﹤0.01%
2,051
-439
2022
$442K ﹤0.01%
5,424
+2,031
2023
$442K ﹤0.01%
47,829
-110
2024
$441K ﹤0.01%
+16,036
2025
$440K ﹤0.01%
20,784
-90
79 80
81
82 83