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
$63.7B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$118M
3
+$114M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$98.6M
5
BND icon
Vanguard Total Bond Market
BND
+$85.9M

Top Sells

1
+$204M
2
+$108M
3
+$88.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$62.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$55.3M

Sector Composition

1 Technology 14.09%
2 Financials 8%
3 Healthcare 5.51%
4 Consumer Discretionary 5.23%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$372K ﹤0.01%
15,100
+275
2002
$372K ﹤0.01%
4,777
-149
2003
$372K ﹤0.01%
3,735
+745
2004
$371K ﹤0.01%
+14,539
2005
$371K ﹤0.01%
27,627
2006
$369K ﹤0.01%
+9,880
2007
$367K ﹤0.01%
8,595
-47,807
2008
$365K ﹤0.01%
5,688
+381
2009
$365K ﹤0.01%
3,590
+480
2010
$364K ﹤0.01%
11,277
+616
2011
$364K ﹤0.01%
3,435
-251
2012
$363K ﹤0.01%
15,396
+374
2013
$363K ﹤0.01%
7,388
+504
2014
$362K ﹤0.01%
24,237
+8,827
2015
$361K ﹤0.01%
4,069
+55
2016
$359K ﹤0.01%
35,481
-3,265
2017
$359K ﹤0.01%
7,605
-1,989
2018
$358K ﹤0.01%
19,095
+5,197
2019
$357K ﹤0.01%
28,011
-3,188
2020
$357K ﹤0.01%
93,418
+1,323
2021
$356K ﹤0.01%
8,840
+1,912
2022
$355K ﹤0.01%
7,150
+242
2023
$354K ﹤0.01%
7,658
+491
2024
$354K ﹤0.01%
8,119
-566
2025
$353K ﹤0.01%
7,958
-1,132
79 80
81
82 83