Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.8B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$164M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$130M
5
NVDA icon
NVIDIA
NVDA
+$111M

Top Sells

1
+$55.1M
2
+$53.8M
3
+$47.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$41M

Sector Composition

1 Technology 13.03%
2 Financials 8.71%
3 Healthcare 8.02%
4 Consumer Discretionary 5.82%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$412K ﹤0.01%
8,397
+881
2002
$412K ﹤0.01%
24,066
-1,179
2003
$410K ﹤0.01%
11,558
-1,467
2004
$409K ﹤0.01%
19,553
2005
$409K ﹤0.01%
17,997
+779
2006
$408K ﹤0.01%
+5,588
2007
$407K ﹤0.01%
22,341
+4,453
2008
$405K ﹤0.01%
5,975
-23
2009
$403K ﹤0.01%
6,272
-4,257
2010
$403K ﹤0.01%
39,307
-6,307
2011
$403K ﹤0.01%
13,706
-2,764
2012
$402K ﹤0.01%
9,694
-1,963
2013
$402K ﹤0.01%
23,154
-18,112
2014
$402K ﹤0.01%
5,314
-1,007
2015
$401K ﹤0.01%
2,937
-32
2016
$401K ﹤0.01%
30,458
-3,960
2017
$400K ﹤0.01%
6,199
-4,231
2018
$400K ﹤0.01%
6,258
-1,236
2019
$400K ﹤0.01%
30,438
-543
2020
$400K ﹤0.01%
+3,370
2021
$399K ﹤0.01%
49,729
-9,842
2022
$398K ﹤0.01%
7,814
-177
2023
$398K ﹤0.01%
1,078,818
2024
$398K ﹤0.01%
+3,311
2025
$397K ﹤0.01%
11,517
-2,323
79 80
81
82 83