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
$60.8B
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$136M
3
+$97M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$86M
5
GPN icon
Global Payments
GPN
+$83.8M

Top Sells

1
+$72.2M
2
+$67.1M
3
+$48.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$46M
5
CERN
Cerner Corp
CERN
+$45M

Sector Composition

1 Technology 12.71%
2 Financials 9.29%
3 Healthcare 8.83%
4 Consumer Discretionary 7.48%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$461K ﹤0.01%
6,689
-10,168
2027
$461K ﹤0.01%
+18,225
2028
$460K ﹤0.01%
13,366
-3,344
2029
$458K ﹤0.01%
7,331
+2,154
2030
$458K ﹤0.01%
18,162
-5,410
2031
$457K ﹤0.01%
6,069
-124
2032
$457K ﹤0.01%
33,738
-186
2033
$455K ﹤0.01%
+15,297
2034
$453K ﹤0.01%
21,620
+924
2035
$450K ﹤0.01%
+11,370
2036
$449K ﹤0.01%
86,662
2037
$448K ﹤0.01%
11,209
-32,396
2038
$448K ﹤0.01%
4,814
+2,063
2039
$448K ﹤0.01%
10,527
-1,062
2040
$447K ﹤0.01%
+11,253
2041
$447K ﹤0.01%
67,759
-1,750
2042
$445K ﹤0.01%
45,076
-3,373
2043
$445K ﹤0.01%
9,324
-364
2044
$444K ﹤0.01%
+7,032
2045
$443K ﹤0.01%
11,220
-2,430
2046
$443K ﹤0.01%
2,424
+167
2047
$442K ﹤0.01%
8,074
+500
2048
$439K ﹤0.01%
4,745
-27
2049
$439K ﹤0.01%
+65,634
2050
$439K ﹤0.01%
46,328
+10,293
80 81
82
83 84