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
$62.3B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,672
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$99.7M
3
+$87M
4
WFC icon
Wells Fargo
WFC
+$82.8M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$64.7M

Top Sells

1
+$159M
2
+$109M
3
+$103M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$99.2M
5
ADI icon
Analog Devices
ADI
+$92.9M

Sector Composition

1 Technology 12.59%
2 Financials 8.32%
3 Healthcare 6.05%
4 Consumer Staples 5.23%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$367K ﹤0.01%
16,341
+3,445
2027
$367K ﹤0.01%
17,080
-6,893
2028
$367K ﹤0.01%
50,000
2029
$366K ﹤0.01%
41,986
+9,917
2030
$365K ﹤0.01%
9,566
+76
2031
$365K ﹤0.01%
7,020
-535
2032
$364K ﹤0.01%
24,469
+232
2033
$363K ﹤0.01%
83,054
+14,891
2034
$363K ﹤0.01%
4,437
+150
2035
$362K ﹤0.01%
4,831
-599
2036
$362K ﹤0.01%
8,380
-67
2037
$360K ﹤0.01%
4,185
-237
2038
$360K ﹤0.01%
11,657
-174
2039
$359K ﹤0.01%
8,890
2040
$358K ﹤0.01%
12,384
+590
2041
$358K ﹤0.01%
7,457
+341
2042
$357K ﹤0.01%
15,971
-12,574
2043
$356K ﹤0.01%
27,650
2044
$354K ﹤0.01%
9,514
-1,142
2045
$352K ﹤0.01%
19,866
+8,173
2046
$352K ﹤0.01%
9,055
+3,121
2047
$351K ﹤0.01%
16,696
-1,163
2048
$350K ﹤0.01%
15,005
+7,749
2049
$349K ﹤0.01%
1,283
+76
2050
$348K ﹤0.01%
34,640
-44
80 81
82
83 84