Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
2526
$94.1K ﹤0.01%
20,328
2527
$93.7K ﹤0.01%
21,876
+7,532
2528
$89.3K ﹤0.01%
12,105
-1,863
2529
$86.9K ﹤0.01%
4,140
-2,536
2530
$86K ﹤0.01%
19,103
-1,784
2531
$85.9K ﹤0.01%
+13,000
2532
$83.7K ﹤0.01%
13,300
+50
2533
$82.8K ﹤0.01%
53,085
+27,217
2534
$82.6K ﹤0.01%
10,148
-1,000
2535
$81.2K ﹤0.01%
11,744
+77
2536
$80.2K ﹤0.01%
+20,000
2537
$80.2K ﹤0.01%
5,797
+11
2538
$79.9K ﹤0.01%
+23,500
2539
$77.2K ﹤0.01%
10,713
2540
$76.8K ﹤0.01%
2,693
-136
2541
$76.7K ﹤0.01%
+65,000
2542
$74.5K ﹤0.01%
10,000
2543
$65.8K ﹤0.01%
12,139
2544
$65.5K ﹤0.01%
18,556
2545
$64.1K ﹤0.01%
+11,300
2546
$62.8K ﹤0.01%
30,349
2547
$62.4K ﹤0.01%
1,055
2548
$61.2K ﹤0.01%
17,280
-2,832
2549
$60.2K ﹤0.01%
2,035
+500
2550
$59.1K ﹤0.01%
+11,633
100 101
102
103 104