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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$161M
3
+$148M
4
MO icon
Altria Group
MO
+$142M
5
NDAQ icon
Nasdaq
NDAQ
+$134M

Top Sells

1
+$184M
2
+$120M
3
+$112M
4
MRK icon
Merck
MRK
+$112M
5
TGT icon
Target
TGT
+$99.1M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$434K ﹤0.01%
+4,553
2002
$433K ﹤0.01%
17,362
-114
2003
$433K ﹤0.01%
31,618
2004
$433K ﹤0.01%
18,437
+586
2005
$432K ﹤0.01%
17,018
-21,121
2006
$432K ﹤0.01%
23,331
+986
2007
$432K ﹤0.01%
26,861
-21,139
2008
$432K ﹤0.01%
5,209
-2,250
2009
$431K ﹤0.01%
26,544
-10,674
2010
$431K ﹤0.01%
5,998
-489
2011
$430K ﹤0.01%
54,647
-16,114
2012
$430K ﹤0.01%
14,758
2013
$430K ﹤0.01%
12,274
-390
2014
$429K ﹤0.01%
24,152
-1,202
2015
$428K ﹤0.01%
24,454
-4,049
2016
$428K ﹤0.01%
+12,581
2017
$427K ﹤0.01%
16,112
-7,202
2018
$427K ﹤0.01%
50,000
2019
$426K ﹤0.01%
+23,432
2020
$425K ﹤0.01%
13,490
-3,234
2021
$425K ﹤0.01%
43,383
+8,386
2022
$424K ﹤0.01%
26,698
-14
2023
$423K ﹤0.01%
18,770
-5,535
2024
$421K ﹤0.01%
25,929
+778
2025
$420K ﹤0.01%
19,871
79 80
81
82 83