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
2551
$57.3K ﹤0.01%
7,500
2552
$55.8K ﹤0.01%
12,663
+1,486
2553
$51.7K ﹤0.01%
21,354
-22,836
2554
$51.5K ﹤0.01%
12,949
+876
2555
$50.9K ﹤0.01%
12,000
2556
$46.7K ﹤0.01%
4,830
-45,842
2557
$46.4K ﹤0.01%
2,864
-923
2558
$46.2K ﹤0.01%
12,412
-1,965
2559
$44.2K ﹤0.01%
23,256
+303
2560
$43.1K ﹤0.01%
+10,000
2561
$35.8K ﹤0.01%
13,000
2562
$34K ﹤0.01%
59,992
2563
$33K ﹤0.01%
34,034
+6,000
2564
$31.3K ﹤0.01%
11,750
2565
$31.2K ﹤0.01%
13,000
+500
2566
$30.7K ﹤0.01%
680
2567
$27K ﹤0.01%
+15,000
2568
$26.8K ﹤0.01%
20,000
2569
$23K ﹤0.01%
63,867
2570
$22.9K ﹤0.01%
10,000
2571
$20.8K ﹤0.01%
27,115
2572
$20.4K ﹤0.01%
538
-75
2573
$14.9K ﹤0.01%
20,738
2574
$14.7K ﹤0.01%
25,445
2575
$14.7K ﹤0.01%
36,667
101 102
103
104 105