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
$65.6B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$90.5M
3
+$77.7M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$68.4M
5
EMN icon
Eastman Chemical
EMN
+$60.5M

Top Sells

1
+$148M
2
+$148M
3
+$132M
4
ACN icon
Accenture
ACN
+$129M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$126M

Sector Composition

1 Technology 14.31%
2 Financials 8.58%
3 Healthcare 7.14%
4 Consumer Discretionary 5.32%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$448K ﹤0.01%
4,875
-209
2002
$448K ﹤0.01%
19,069
-127
2003
$448K ﹤0.01%
4,371
+95
2004
$447K ﹤0.01%
5,076
+1,026
2005
$447K ﹤0.01%
5,512
+59
2006
$447K ﹤0.01%
9,735
-502
2007
$447K ﹤0.01%
10,535
-12,778
2008
$447K ﹤0.01%
38,218
-2,700
2009
$447K ﹤0.01%
1,328,818
+250,000
2010
$446K ﹤0.01%
22,726
-45
2011
$446K ﹤0.01%
11,789
+512
2012
$445K ﹤0.01%
2,391
-417
2013
$444K ﹤0.01%
1,166
+1
2014
$444K ﹤0.01%
10,509
-2,178
2015
$444K ﹤0.01%
15,915
2016
$444K ﹤0.01%
13,339
-3,831
2017
$443K ﹤0.01%
19,510
+48
2018
$442K ﹤0.01%
+12,824
2019
$440K ﹤0.01%
9,280
-3,137
2020
$439K ﹤0.01%
14,901
+1,663
2021
$436K ﹤0.01%
28,771
+7,200
2022
$435K ﹤0.01%
28,500
+4,886
2023
$433K ﹤0.01%
11,444
-36,084
2024
$433K ﹤0.01%
10,965
+3,721
2025
$433K ﹤0.01%
6,816
-73
79 80
81
82 83