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
226
$54.2M 0.08%
209,151
-141,123
227
$53.9M 0.08%
679,587
-18,133
228
$53.3M 0.08%
422,761
-26,885
229
$53.2M 0.08%
202,637
-27,758
230
$52.9M 0.08%
486,704
+123,839
231
$51.8M 0.08%
1,396,536
-19,814
232
$51.8M 0.08%
213,007
-6,911
233
$51.2M 0.08%
3,630,768
+3,496,746
234
$51.2M 0.08%
945,870
+122,170
235
$50.5M 0.08%
66,301
-2,862
236
$49.9M 0.08%
1,094,844
+402,424
237
$49.7M 0.08%
107,057
-11,096
238
$48.6M 0.07%
1,233,239
+100,526
239
$48.5M 0.07%
372,765
+5,227
240
$48.3M 0.07%
178,493
+23,686
241
$47.8M 0.07%
491,290
-107,352
242
$47.3M 0.07%
1,126,259
+43,703
243
$47M 0.07%
824,868
+13,928
244
$46.9M 0.07%
226,648
+130,881
245
$46.6M 0.07%
805,913
-166,096
246
$46.6M 0.07%
479,340
-43,550
247
$46.5M 0.07%
293,092
+17,084
248
$46M 0.07%
900,465
-17,913
249
$45.6M 0.07%
779,309
-6,602
250
$45.6M 0.07%
499,992
-30,337
8 9
10
11 12