Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$206M
2
+$157M
3
+$157M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76M
5
VLO icon
Valero Energy
VLO
+$63.4M

Top Sells

1
+$170M
2
+$152M
3
+$133M
4
BLK icon
Blackrock
BLK
+$98.9M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$95.7M

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
2576
$11.1K ﹤0.01%
620
2577
$7.42K ﹤0.01%
11,228
+1
2578
$7.26K ﹤0.01%
4
2579
$4.12K ﹤0.01%
+385
2580
– –
-10,114
2581
– –
-102,674
2582
– –
-1,174
2583
– –
-64,382
2584
– –
-15,199
2585
– –
-6,801
2586
– –
-122,174
2587
– –
-11,539
2588
– –
-3,176
2589
– –
-13,717
2590
– –
-45,500
2591
– –
-18,079
2592
– –
-16,121
2593
– –
-9,148
2594
– –
-50,090
2595
– –
-20,993
2596
– –
-3,608
2597
$0 ﹤0.01%
27,316
-2,468
2598
– –
-6,820
2599
– –
-8,421
2600
– –
-78,792
102 103
104
105 106