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
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$468K ﹤0.01%
4,601
+3,259
2027
$467K ﹤0.01%
+17,256
2028
$467K ﹤0.01%
11,312
+2,191
2029
$467K ﹤0.01%
+39,442
2030
$466K ﹤0.01%
14,546
+241
2031
$466K ﹤0.01%
20,784
-3,460
2032
$465K ﹤0.01%
2,698
+93
2033
$465K ﹤0.01%
+5,870
2034
$464K ﹤0.01%
9,787
2035
$464K ﹤0.01%
20,477
+3,800
2036
$463K ﹤0.01%
6,865
+43
2037
$462K ﹤0.01%
58,095
-11,457
2038
$457K ﹤0.01%
46,393
+4,090
2039
$456K ﹤0.01%
28,976
-48
2040
$456K ﹤0.01%
9,807
-192
2041
$454K ﹤0.01%
825
-22
2042
$454K ﹤0.01%
8,623
+121
2043
$453K ﹤0.01%
36,053
-1,284
2044
$450K ﹤0.01%
43,492
-25,705
2045
$448K ﹤0.01%
7,633
-2,897
2046
$446K ﹤0.01%
8,626
+25
2047
$446K ﹤0.01%
16,888
2048
$446K ﹤0.01%
11,500
-1,000
2049
$445K ﹤0.01%
3,234
+32
2050
$445K ﹤0.01%
11,750
80 81
82
83 84