Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,721
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$178M
3
+$165M
4
CUBE icon
CubeSmart
CUBE
+$139M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$116M

Top Sells

1
+$379M
2
+$205M
3
+$177M
4
FIS icon
Fidelity National Information Services
FIS
+$113M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$111M

Sector Composition

1 Technology 11.81%
2 Healthcare 8.59%
3 Financials 8.36%
4 Consumer Staples 5.85%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$440K ﹤0.01%
4,543
+214
2027
$440K ﹤0.01%
17,476
2028
$437K ﹤0.01%
16,654
+23
2029
$436K ﹤0.01%
7,536
+181
2030
$436K ﹤0.01%
7,574
-76,847
2031
$435K ﹤0.01%
106,002
-2,201
2032
$435K ﹤0.01%
6,659
-22,572
2033
$434K ﹤0.01%
26,289
+11,864
2034
$434K ﹤0.01%
26,674
+3,396
2035
$434K ﹤0.01%
+14,125
2036
$433K ﹤0.01%
+9,031
2037
$432K ﹤0.01%
+23,124
2038
$431K ﹤0.01%
10,923
-1,147
2039
$431K ﹤0.01%
+24,100
2040
$431K ﹤0.01%
117,188
+17
2041
$431K ﹤0.01%
16,645
+3,538
2042
$429K ﹤0.01%
7,832
2043
$426K ﹤0.01%
2,631
2044
$426K ﹤0.01%
8,056
-668
2045
$425K ﹤0.01%
13,128
-241
2046
$425K ﹤0.01%
25,151
+4,367
2047
$425K ﹤0.01%
+9,628
2048
$423K ﹤0.01%
18,956
2049
$421K ﹤0.01%
22,798
-216
2050
$421K ﹤0.01%
6,339
-4,537
80 81
82
83 84