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
$60B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$161M
3
+$148M
4
MO icon
Altria Group
MO
+$142M
5
NDAQ icon
Nasdaq
NDAQ
+$134M

Top Sells

1
+$184M
2
+$120M
3
+$112M
4
MRK icon
Merck
MRK
+$112M
5
TGT icon
Target
TGT
+$99.1M

Sector Composition

1 Technology 12.53%
2 Financials 8.52%
3 Healthcare 7.99%
4 Consumer Discretionary 5.73%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$420K ﹤0.01%
34,620
-10,413
2027
$419K ﹤0.01%
+13,840
2028
$418K ﹤0.01%
12,665
-3,984
2029
$417K ﹤0.01%
5,480
+75
2030
$417K ﹤0.01%
5,480
+206
2031
$416K ﹤0.01%
7,481
+2,594
2032
$416K ﹤0.01%
19,553
2033
$415K ﹤0.01%
8,064
+381
2034
$414K ﹤0.01%
2,969
-130
2035
$414K ﹤0.01%
10,347
2036
$412K ﹤0.01%
16,911
+6,682
2037
$412K ﹤0.01%
14,679
-4,277
2038
$411K ﹤0.01%
18,257
+2,184
2039
$411K ﹤0.01%
7,513
+567
2040
$411K ﹤0.01%
2,631
2041
$410K ﹤0.01%
4,589
-1,312
2042
$410K ﹤0.01%
+10,970
2043
$409K ﹤0.01%
21,543
+590
2044
$409K ﹤0.01%
15,673
+4,356
2045
$408K ﹤0.01%
+11,207
2046
$408K ﹤0.01%
48,488
+36,329
2047
$408K ﹤0.01%
15,338
-4,522
2048
$408K ﹤0.01%
20,993
-3,565
2049
$407K ﹤0.01%
35,495
-9,435
2050
$406K ﹤0.01%
30,546
-195
80 81
82
83 84