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
$65.4B
AUM Growth
+$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,885
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$97.4M
3
+$86.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$51.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48M

Top Sells

1
+$90.1M
2
+$71M
3
+$63.6M
4
NTRS icon
Northern Trust
NTRS
+$62.8M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.4M

Sector Composition

1 Technology 13.48%
2 Healthcare 9.05%
3 Financials 8.57%
4 Consumer Discretionary 7.23%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$468K ﹤0.01%
13,871
2027
$467K ﹤0.01%
10,029
-1,245
2028
$467K ﹤0.01%
7,914
-300
2029
$467K ﹤0.01%
16,975
+9,580
2030
$467K ﹤0.01%
48,410
+3,334
2031
$464K ﹤0.01%
5,396
+201
2032
$463K ﹤0.01%
+12,391
2033
$462K ﹤0.01%
19,510
2034
$462K ﹤0.01%
25,316
-25
2035
$460K ﹤0.01%
13,346
-1,181
2036
$459K ﹤0.01%
32,832
+11,115
2037
$458K ﹤0.01%
+11,750
2038
$457K ﹤0.01%
36,063
+450
2039
$456K ﹤0.01%
+18,402
2040
$456K ﹤0.01%
12,381
+1,172
2041
$456K ﹤0.01%
30,453
-4,757
2042
$455K ﹤0.01%
30,202
+3,405
2043
$455K ﹤0.01%
14,854
-249
2044
$454K ﹤0.01%
32,367
-1,450
2045
$454K ﹤0.01%
+11,037
2046
$454K ﹤0.01%
20,203
+1,978
2047
$453K ﹤0.01%
26,983
-16,699
2048
$452K ﹤0.01%
+10,660
2049
$451K ﹤0.01%
19,376
2050
$451K ﹤0.01%
+8,275
80 81
82
83 84