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
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$440K ﹤0.01%
10,729
+704
2027
$440K ﹤0.01%
+5,716
2028
$439K ﹤0.01%
+89,256
2029
$439K ﹤0.01%
+21,083
2030
$439K ﹤0.01%
+13,423
2031
$438K ﹤0.01%
34,455
-11,174
2032
$437K ﹤0.01%
+17,476
2033
$435K ﹤0.01%
8,370
-1,282
2034
$435K ﹤0.01%
19,442
-4,423
2035
$435K ﹤0.01%
19,376
+4,515
2036
$434K ﹤0.01%
3,949
+424
2037
$433K ﹤0.01%
+5,387
2038
$431K ﹤0.01%
+5,447
2039
$431K ﹤0.01%
87,354
2040
$430K ﹤0.01%
12,070
+242
2041
$430K ﹤0.01%
+17,559
2042
$428K ﹤0.01%
22,936
-15,672
2043
$428K ﹤0.01%
6,398
+823
2044
$427K ﹤0.01%
+3,698
2045
$425K ﹤0.01%
8,276
-532
2046
$425K ﹤0.01%
+12,240
2047
$422K ﹤0.01%
5,730
-1,385
2048
$422K ﹤0.01%
20,704
-3,619
2049
$422K ﹤0.01%
26,170
-137
2050
$422K ﹤0.01%
+20,216
80 81
82
83 84