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
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$161M
3
+$125M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$120M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$83.4M

Top Sells

1
+$265M
2
+$253M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$121M
5
VTV icon
Vanguard Value ETF
VTV
+$116M

Sector Composition

1 Technology 12.95%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$450K ﹤0.01%
9,893
-319
2027
$450K ﹤0.01%
8,495
+3,251
2028
$450K ﹤0.01%
1,272
+106
2029
$450K ﹤0.01%
12,364
-399
2030
$449K ﹤0.01%
9,133
-1,029
2031
$449K ﹤0.01%
20,610
-100
2032
$446K ﹤0.01%
5,047
-162
2033
$445K ﹤0.01%
38,032
-9,287
2034
$444K ﹤0.01%
20,528
-856
2035
$443K ﹤0.01%
8,988
-1,262
2036
$443K ﹤0.01%
+15,788
2037
$442K ﹤0.01%
107,749
-14,757
2038
$441K ﹤0.01%
58,600
-5,111
2039
$441K ﹤0.01%
50,000
2040
$440K ﹤0.01%
+4,484
2041
$439K ﹤0.01%
10,086
-2,468
2042
$439K ﹤0.01%
21,653
-691
2043
$438K ﹤0.01%
6,560
-212
2044
$437K ﹤0.01%
25,443
+7,116
2045
$435K ﹤0.01%
3,267
-103
2046
$435K ﹤0.01%
+21,952
2047
$434K ﹤0.01%
29,987
-471
2048
$434K ﹤0.01%
8,820
-358
2049
$433K ﹤0.01%
+8,749
2050
$432K ﹤0.01%
8,723
-5,640
80 81
82
83 84