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
$65.6B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$90.5M
3
+$77.7M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$68.4M
5
EMN icon
Eastman Chemical
EMN
+$60.5M

Top Sells

1
+$148M
2
+$148M
3
+$132M
4
ACN icon
Accenture
ACN
+$129M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$126M

Sector Composition

1 Technology 14.31%
2 Financials 8.58%
3 Healthcare 7.14%
4 Consumer Discretionary 5.32%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$432K ﹤0.01%
44,080
+26
2027
$432K ﹤0.01%
22,862
+109
2028
$430K ﹤0.01%
10,349
+578
2029
$429K ﹤0.01%
+12,961
2030
$429K ﹤0.01%
3,283
-1,982
2031
$429K ﹤0.01%
15,641
-211
2032
$428K ﹤0.01%
36,868
-24,372
2033
$428K ﹤0.01%
15,855
2034
$428K ﹤0.01%
6,560
2035
$426K ﹤0.01%
10,384
-5,268
2036
$426K ﹤0.01%
17,776
+421
2037
$426K ﹤0.01%
5,576
-1,311
2038
$425K ﹤0.01%
18,635
+59
2039
$425K ﹤0.01%
45,132
+6,000
2040
$424K ﹤0.01%
3,653
+54
2041
$423K ﹤0.01%
+14,798
2042
$423K ﹤0.01%
9,313
+1,859
2043
$422K ﹤0.01%
+11,680
2044
$421K ﹤0.01%
11,230
+488
2045
$421K ﹤0.01%
39,165
-23
2046
$421K ﹤0.01%
14,553
+4,152
2047
$421K ﹤0.01%
22,357
+1,303
2048
$420K ﹤0.01%
1,728
-623
2049
$419K ﹤0.01%
10,887
-4,249
2050
$419K ﹤0.01%
6,315
-989
80 81
82
83 84