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
$63.6B
AUM Growth
-$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$260M
3
+$98.4M
4
FANG icon
Diamondback Energy
FANG
+$76.6M
5
CMS icon
CMS Energy
CMS
+$52.2M

Top Sells

1
+$368M
2
+$214M
3
+$198M
4
GS icon
Goldman Sachs
GS
+$176M
5
UNH icon
UnitedHealth
UNH
+$165M

Sector Composition

1 Technology 13.35%
2 Financials 7.54%
3 Healthcare 6.5%
4 Consumer Staples 5.17%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$343K ﹤0.01%
4,595
-50
2027
$343K ﹤0.01%
21,046
-1,311
2028
$343K ﹤0.01%
18,904
-6,421
2029
$342K ﹤0.01%
9,519
2030
$342K ﹤0.01%
6,258
-8,483
2031
$342K ﹤0.01%
8,744
-141
2032
$339K ﹤0.01%
21,462
+1,200
2033
$338K ﹤0.01%
14,813
+1,050
2034
$338K ﹤0.01%
+37,135
2035
$337K ﹤0.01%
45,881
-82,578
2036
$336K ﹤0.01%
7,270
+1,362
2037
$336K ﹤0.01%
19,966
-7,828
2038
$334K ﹤0.01%
16,368
-274
2039
$333K ﹤0.01%
20,508
-16,837
2040
$333K ﹤0.01%
+11,736
2041
$333K ﹤0.01%
28,515
-3,737
2042
$333K ﹤0.01%
8,443
2043
$332K ﹤0.01%
1,938
+113
2044
$331K ﹤0.01%
29,361
-470
2045
$330K ﹤0.01%
18,240
-3
2046
$330K ﹤0.01%
+11,392
2047
$329K ﹤0.01%
2,752
2048
$327K ﹤0.01%
5,484
-134
2049
$327K ﹤0.01%
20,332
-200
2050
$327K ﹤0.01%
+17,184
80 81
82
83 84