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
2476
$182K ﹤0.01%
20,247
-852
2477
$180K ﹤0.01%
27,536
+9,286
2478
$180K ﹤0.01%
13,160
2479
$179K ﹤0.01%
10,324
-23
2480
$177K ﹤0.01%
11,569
+91
2481
$176K ﹤0.01%
13,256
-35,006
2482
$175K ﹤0.01%
+27,253
2483
$172K ﹤0.01%
+15,553
2484
$171K ﹤0.01%
76,622
-855
2485
$170K ﹤0.01%
20,018
2486
$169K ﹤0.01%
+10,976
2487
$168K ﹤0.01%
+14,296
2488
$167K ﹤0.01%
58,256
-13,717
2489
$164K ﹤0.01%
+25,221
2490
$164K ﹤0.01%
19,846
+1,371
2491
$163K ﹤0.01%
+10,362
2492
$163K ﹤0.01%
11,114
-600
2493
$163K ﹤0.01%
50,000
-50,000
2494
$159K ﹤0.01%
19,820
+7,061
2495
$158K ﹤0.01%
+12,360
2496
$157K ﹤0.01%
12,396
-3,431
2497
$155K ﹤0.01%
+11,762
2498
$154K ﹤0.01%
1,715
2499
$152K ﹤0.01%
18,506
+473
2500
$152K ﹤0.01%
13,335
+1,000
98 99
100
101 102