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
$45.6B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$49.8M
3
+$44.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$37.1M
5
EOG icon
EOG Resources
EOG
+$35.6M

Top Sells

1
+$70.3M
2
+$66.7M
3
+$66.5M
4
UPS icon
United Parcel Service
UPS
+$66.3M
5
MXIM
Maxim Integrated Products
MXIM
+$55M

Sector Composition

1 Technology 12.66%
2 Healthcare 9.99%
3 Financials 7.88%
4 Consumer Discretionary 7.69%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$282K ﹤0.01%
38,519
-1,902
2027
$282K ﹤0.01%
+6,651
2028
$281K ﹤0.01%
5,374
+290
2029
$281K ﹤0.01%
13,371
+2,460
2030
$281K ﹤0.01%
14,830
-666
2031
$281K ﹤0.01%
+35,032
2032
$281K ﹤0.01%
36,700
2033
$280K ﹤0.01%
23,013
-188
2034
$280K ﹤0.01%
2,160
+21
2035
$279K ﹤0.01%
10,406
-228
2036
$279K ﹤0.01%
+49,086
2037
$279K ﹤0.01%
31,063
+6,147
2038
$278K ﹤0.01%
17,765
+136
2039
$278K ﹤0.01%
25,045
2040
$277K ﹤0.01%
2,715
-45
2041
$277K ﹤0.01%
5,110
-173
2042
$277K ﹤0.01%
5,653
-1,317
2043
$277K ﹤0.01%
14,056
+435
2044
$277K ﹤0.01%
5,184
-1,266
2045
$277K ﹤0.01%
17,619
-1,031
2046
$277K ﹤0.01%
+3,045
2047
$277K ﹤0.01%
2,498
-995
2048
$277K ﹤0.01%
6,320
-148
2049
$276K ﹤0.01%
+11,271
2050
$275K ﹤0.01%
27,599
-315
80 81
82
83 84