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
2501
$150K ﹤0.01%
+10,300
2502
$149K ﹤0.01%
17,189
+2,121
2503
$146K ﹤0.01%
12,625
2504
$144K ﹤0.01%
181,884
-30,355
2505
$142K ﹤0.01%
2,830
+97
2506
$141K ﹤0.01%
18,250
2507
$137K ﹤0.01%
5,220
+46
2508
$132K ﹤0.01%
+50,000
2509
$130K ﹤0.01%
12,938
-2,096
2510
$130K ﹤0.01%
11,721
2511
$130K ﹤0.01%
37,279
2512
$125K ﹤0.01%
15,469
-2,121
2513
$120K ﹤0.01%
16,987
-12,688
2514
$116K ﹤0.01%
13,975
-86
2515
$114K ﹤0.01%
10,000
2516
$113K ﹤0.01%
13,984
-2,244
2517
$109K ﹤0.01%
15,232
-4,200
2518
$105K ﹤0.01%
2,706
-6,147
2519
$105K ﹤0.01%
11,837
2520
$104K ﹤0.01%
20,944
+9,510
2521
$103K ﹤0.01%
11,500
2522
$101K ﹤0.01%
13,605
-861
2523
$101K ﹤0.01%
25,380
-71,282
2524
$97.5K ﹤0.01%
+20,138
2525
$97.2K ﹤0.01%
10,696
-2
99 100
101
102 103