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
$49.1B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,462
New
Increased
Reduced
Closed

Top Buys

1
+$1.98B
2
+$1.35B
3
+$1.08B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853M
5
MSFT icon
Microsoft
MSFT
+$756M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.41M
4
GHC icon
Graham Holdings Company
GHC
+$1.4M
5
NLSN
Nielsen Holdings plc
NLSN
+$993K

Sector Composition

1 Consumer Discretionary 10.22%
2 Financials 9.92%
3 Healthcare 9.84%
4 Technology 9.83%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$361K ﹤0.01%
+8,987
2027
$361K ﹤0.01%
+14,160
2028
$359K ﹤0.01%
+10,664
2029
$358K ﹤0.01%
+6,389
2030
$357K ﹤0.01%
+16,578
2031
$357K ﹤0.01%
+14,179
2032
$355K ﹤0.01%
+41,004
2033
$355K ﹤0.01%
+14,600
2034
$355K ﹤0.01%
+8,478
2035
$355K ﹤0.01%
+14,790
2036
$354K ﹤0.01%
+9,389
2037
$354K ﹤0.01%
+16,012
2038
$353K ﹤0.01%
+12,510
2039
$352K ﹤0.01%
1,410
-200
2040
$351K ﹤0.01%
+10,518
2041
$350K ﹤0.01%
+6,596
2042
$350K ﹤0.01%
4,369
-1,280
2043
$350K ﹤0.01%
22,931
+1,313
2044
$349K ﹤0.01%
+8,388
2045
$349K ﹤0.01%
+8,827
2046
$348K ﹤0.01%
+11,784
2047
$348K ﹤0.01%
+13,569
2048
$348K ﹤0.01%
+9,020
2049
$348K ﹤0.01%
+6,551
2050
$346K ﹤0.01%
21,208
+1,750
80 81
82
83 84