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
$63.7B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$118M
3
+$114M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$98.6M
5
BND icon
Vanguard Total Bond Market
BND
+$85.9M

Top Sells

1
+$204M
2
+$108M
3
+$88.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$62.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$55.3M

Sector Composition

1 Technology 14.09%
2 Financials 8%
3 Healthcare 5.51%
4 Consumer Discretionary 5.23%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$353K ﹤0.01%
17,123
-1,180
2027
$353K ﹤0.01%
24,361
-4,136
2028
$353K ﹤0.01%
29,548
2029
$353K ﹤0.01%
5,685
+384
2030
$352K ﹤0.01%
+13,819
2031
$352K ﹤0.01%
8,890
2032
$351K ﹤0.01%
+16,389
2033
$350K ﹤0.01%
+7,116
2034
$349K ﹤0.01%
+13,626
2035
$349K ﹤0.01%
19,138
+42
2036
$349K ﹤0.01%
+5,442
2037
$348K ﹤0.01%
18,236
-2,000
2038
$346K ﹤0.01%
9,526
+7
2039
$345K ﹤0.01%
+4,422
2040
$345K ﹤0.01%
18,962
+722
2041
$344K ﹤0.01%
7,763
-593
2042
$344K ﹤0.01%
4,509
-4,180
2043
$343K ﹤0.01%
3,136
-277
2044
$342K ﹤0.01%
10,304
+651
2045
$342K ﹤0.01%
3,999
+13
2046
$341K ﹤0.01%
4,167
-862
2047
$340K ﹤0.01%
+11,422
2048
$340K ﹤0.01%
+5,451
2049
$340K ﹤0.01%
6,359
-309
2050
$339K ﹤0.01%
+25,302
80 81
82
83 84