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
$37.9B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,623
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$205M
3
+$138M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$100M
5
TSN icon
Tyson Foods
TSN
+$70M

Top Sells

1
+$65.9M
2
+$60.6M
3
+$56.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$54.8M
5
WFC icon
Wells Fargo
WFC
+$52.9M

Sector Composition

1 Healthcare 11.19%
2 Technology 11.19%
3 Financials 8.54%
4 Consumer Discretionary 7.14%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$223K ﹤0.01%
4,193
-50
2027
$223K ﹤0.01%
+33,119
2028
$222K ﹤0.01%
21,406
+615
2029
$222K ﹤0.01%
41,136
-48,352
2030
$222K ﹤0.01%
6,081
-86
2031
$221K ﹤0.01%
2,706
-7,328
2032
$221K ﹤0.01%
+37,136
2033
$221K ﹤0.01%
3,300
+505
2034
$221K ﹤0.01%
24,073
-433
2035
$221K ﹤0.01%
+13,248
2036
$220K ﹤0.01%
+4,544
2037
$220K ﹤0.01%
5,806
-963
2038
$220K ﹤0.01%
2,886
+99
2039
$220K ﹤0.01%
44,085
-622
2040
$220K ﹤0.01%
8,209
-4,025
2041
$219K ﹤0.01%
50,641
-4,137
2042
$219K ﹤0.01%
3,859
-27,947
2043
$218K ﹤0.01%
5,142
+10
2044
$218K ﹤0.01%
16,412
+3,577
2045
$218K ﹤0.01%
8,412
+2,106
2046
$218K ﹤0.01%
4,695
2047
$218K ﹤0.01%
18,327
+6,025
2048
$218K ﹤0.01%
5,067
-716
2049
$218K ﹤0.01%
10,278
-305
2050
$218K ﹤0.01%
9,663
-176
80 81
82
83 84