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
$54.3B
AUM Growth
-$8.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,819
New
Increased
Reduced
Closed

Top Buys

1
+$312M
2
+$231M
3
+$162M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$120M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$114M

Top Sells

1
+$168M
2
+$102M
3
+$91.5M
4
VZ icon
Verizon
VZ
+$87.5M
5
QSR icon
Restaurant Brands International
QSR
+$83.7M

Sector Composition

1 Technology 11.51%
2 Healthcare 9.99%
3 Financials 8.51%
4 Consumer Staples 6.11%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$401K ﹤0.01%
44,242
-13,223
2027
$400K ﹤0.01%
23,662
+4,953
2028
$400K ﹤0.01%
17,026
-17
2029
$399K ﹤0.01%
40,601
+13,873
2030
$399K ﹤0.01%
12,684
-1,387
2031
$399K ﹤0.01%
63,461
-733
2032
$398K ﹤0.01%
+17,789
2033
$396K ﹤0.01%
8,984
2034
$395K ﹤0.01%
4,755
-66
2035
$395K ﹤0.01%
13,999
+2,197
2036
$395K ﹤0.01%
12,347
+353
2037
$392K ﹤0.01%
28,628
2038
$392K ﹤0.01%
5,968
+361
2039
$391K ﹤0.01%
7,170
-15,484
2040
$389K ﹤0.01%
11,427
2041
$389K ﹤0.01%
7,495
+31
2042
$388K ﹤0.01%
15,984
-6,550
2043
$387K ﹤0.01%
+3,964
2044
$386K ﹤0.01%
4,450
-100
2045
$386K ﹤0.01%
+34,071
2046
$385K ﹤0.01%
5,770
2047
$385K ﹤0.01%
+7,827
2048
$385K ﹤0.01%
6,237
-179
2049
$384K ﹤0.01%
6,716
+3,012
2050
$384K ﹤0.01%
23,502
80 81
82
83 84