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
$57.4B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$133M
3
+$119M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110M
5
NXPI icon
NXP Semiconductors
NXPI
+$101M

Top Sells

1
+$139M
2
+$135M
3
+$121M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$59.4M
5
AAPL icon
Apple
AAPL
+$54.1M

Sector Composition

1 Technology 12.4%
2 Financials 9.45%
3 Healthcare 9.25%
4 Consumer Discretionary 8.01%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$440K ﹤0.01%
+10,794
2027
$440K ﹤0.01%
12,046
-3,871
2028
$438K ﹤0.01%
9,897
-463
2029
$437K ﹤0.01%
65,504
-1,007
2030
$437K ﹤0.01%
16,462
-3,537
2031
$437K ﹤0.01%
25,167
-2,779
2032
$437K ﹤0.01%
+18,479
2033
$437K ﹤0.01%
6,075
-804
2034
$436K ﹤0.01%
81,804
-3,153
2035
$435K ﹤0.01%
15,750
-2,835
2036
$434K ﹤0.01%
+20,464
2037
$434K ﹤0.01%
9,791
-8,979
2038
$434K ﹤0.01%
19,810
-27,045
2039
$433K ﹤0.01%
8,325
+569
2040
$432K ﹤0.01%
7,000
-2,300
2041
$432K ﹤0.01%
7,566
+561
2042
$431K ﹤0.01%
45,852
+300
2043
$431K ﹤0.01%
15,700
-3,095
2044
$431K ﹤0.01%
14,798
+1,709
2045
$430K ﹤0.01%
11,248
+423
2046
$429K ﹤0.01%
+148,278
2047
$428K ﹤0.01%
19,681
+9,625
2048
$428K ﹤0.01%
6,246
+1,366
2049
$427K ﹤0.01%
25,704
+12,949
2050
$427K ﹤0.01%
+8,851
80 81
82
83 84