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
$44.4B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,606
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$141M
3
+$135M
4
BND icon
Vanguard Total Bond Market
BND
+$98.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$67.9M

Top Sells

1
+$106M
2
+$105M
3
+$87.1M
4
GM icon
General Motors
GM
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$67M

Sector Composition

1 Technology 12.71%
2 Healthcare 10.46%
3 Financials 8.22%
4 Consumer Discretionary 7.68%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$262K ﹤0.01%
+13,621
2027
$262K ﹤0.01%
+241,352
2028
$262K ﹤0.01%
4,495
-200
2029
$262K ﹤0.01%
+1,320
2030
$261K ﹤0.01%
+16,300
2031
$261K ﹤0.01%
2,952
-226
2032
$260K ﹤0.01%
20,470
-2,120
2033
$260K ﹤0.01%
+9,009
2034
$260K ﹤0.01%
+2,983
2035
$259K ﹤0.01%
18,287
-1,878
2036
$258K ﹤0.01%
+9,505
2037
$258K ﹤0.01%
25,045
-27,100
2038
$258K ﹤0.01%
9,039
+11
2039
$258K ﹤0.01%
+4,886
2040
$257K ﹤0.01%
8,958
-9,566
2041
$256K ﹤0.01%
10,739
+148
2042
$256K ﹤0.01%
27,470
+13,292
2043
$256K ﹤0.01%
+21,302
2044
$255K ﹤0.01%
20,839
-1,109
2045
$255K ﹤0.01%
26,708
-206,409
2046
$255K ﹤0.01%
12,672
-2,773
2047
$254K ﹤0.01%
3,037
+155
2048
$253K ﹤0.01%
19,768
+8,168
2049
$253K ﹤0.01%
+9,208
2050
$253K ﹤0.01%
24,448
-1,313
80 81
82
83 84