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
$65.9B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$173M
3
+$168M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$79.8M
5
VLO icon
Valero Energy
VLO
+$75.5M

Top Sells

1
+$195M
2
+$160M
3
+$137M
4
BLK icon
Blackrock
BLK
+$103M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$99.4M

Sector Composition

1 Technology 13.21%
2 Financials 8.64%
3 Healthcare 7.44%
4 Consumer Discretionary 5.63%
5 Industrials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$438K ﹤0.01%
11,277
-16,689
2027
$436K ﹤0.01%
16,984
+841
2028
$436K ﹤0.01%
6,690
+4,126
2029
$435K ﹤0.01%
5,030
+270
2030
$434K ﹤0.01%
2,503
-8,410
2031
$434K ﹤0.01%
24,997
-256
2032
$433K ﹤0.01%
2,603
-301
2033
$433K ﹤0.01%
20,535
+59
2034
$433K ﹤0.01%
6,057
-619
2035
$432K ﹤0.01%
+13,720
2036
$431K ﹤0.01%
5,440
-118
2037
$431K ﹤0.01%
8,450
2038
$430K ﹤0.01%
5,820
-6,642
2039
$430K ﹤0.01%
2,554
+405
2040
$430K ﹤0.01%
31,326
-166
2041
$427K ﹤0.01%
14,727
-544
2042
$426K ﹤0.01%
36,164
-27,463
2043
$425K ﹤0.01%
9,022
+34
2044
$425K ﹤0.01%
17,030
+778
2045
$425K ﹤0.01%
20,688
-965
2046
$424K ﹤0.01%
15,915
2047
$424K ﹤0.01%
15,855
2048
$423K ﹤0.01%
+11,267
2049
$423K ﹤0.01%
30,794
+8,403
2050
$420K ﹤0.01%
7,398
-5,341
80 81
82
83 84