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
$59.8B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,708
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$154M
3
+$134M
4
AMZN icon
Amazon
AMZN
+$123M
5
NVDA icon
NVIDIA
NVDA
+$108M

Top Sells

1
+$53.2M
2
+$52.7M
3
+$46.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$42.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$40.3M

Sector Composition

1 Technology 13.03%
2 Financials 8.71%
3 Healthcare 8.02%
4 Consumer Discretionary 5.82%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$395K ﹤0.01%
9,178
-1,822
2027
$395K ﹤0.01%
19,871
2028
$394K ﹤0.01%
5,380
-100
2029
$394K ﹤0.01%
29,455
+55
2030
$392K ﹤0.01%
+15,728
2031
$391K ﹤0.01%
15,800
-723
2032
$390K ﹤0.01%
12,137
-123
2033
$390K ﹤0.01%
44,023
-4,465
2034
$390K ﹤0.01%
31,338
-280
2035
$389K ﹤0.01%
3,031
+108
2036
$389K ﹤0.01%
7,950
+2,635
2037
$389K ﹤0.01%
14,971
-9,202
2038
$388K ﹤0.01%
+5,298
2039
$388K ﹤0.01%
39,611
-8,432
2040
$387K ﹤0.01%
22,327
-5,687
2041
$386K ﹤0.01%
8,175
+1,906
2042
$386K ﹤0.01%
26,113
-4,661
2043
$386K ﹤0.01%
4,375
-30,905
2044
$386K ﹤0.01%
22,344
-705
2045
$386K ﹤0.01%
47,271
-8,886
2046
$383K ﹤0.01%
4,286
-303
2047
$382K ﹤0.01%
10,026
-139
2048
$382K ﹤0.01%
+13,227
2049
$382K ﹤0.01%
4,479
-867
2050
$381K ﹤0.01%
22,153
-34,467
80 81
82
83 84