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
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$161M
3
+$125M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$120M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$83.4M

Top Sells

1
+$265M
2
+$253M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$121M
5
VTV icon
Vanguard Value ETF
VTV
+$116M

Sector Composition

1 Technology 12.95%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$468K ﹤0.01%
2,849
-88
2002
$467K ﹤0.01%
10,799
2003
$466K ﹤0.01%
8,450
2004
$466K ﹤0.01%
+12,247
2005
$465K ﹤0.01%
10,538
-2,433
2006
$465K ﹤0.01%
5,567
-1,161
2007
$461K ﹤0.01%
12,920
-2,541
2008
$461K ﹤0.01%
+13,242
2009
$460K ﹤0.01%
7,314
-76
2010
$460K ﹤0.01%
3,143
+357
2011
$459K ﹤0.01%
15,855
-323
2012
$459K ﹤0.01%
22,771
-104,089
2013
$458K ﹤0.01%
13,543
-437
2014
$457K ﹤0.01%
+19,050
2015
$457K ﹤0.01%
6,720
2016
$455K ﹤0.01%
48,501
-1,228
2017
$455K ﹤0.01%
+12,044
2018
$454K ﹤0.01%
19,728
-2,493
2019
$454K ﹤0.01%
6,314
-21,575
2020
$452K ﹤0.01%
28,595
-913
2021
$452K ﹤0.01%
14,866
+10
2022
$451K ﹤0.01%
22,603
+262
2023
$451K ﹤0.01%
31,492
+154
2024
$450K ﹤0.01%
33,290
-728
2025
$450K ﹤0.01%
38,397
-1,214
79 80
81
82 83