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
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
– –
-10,830
2581
– –
-6,954
2582
– –
-17,198
2583
– –
-11,875
2584
– –
-10,950
2585
– –
-2,583
2586
– –
-10,411
2587
– –
-15,654
2588
– –
-10,597
2589
– –
-7,094
2590
– –
-20,993
2591
$0 ﹤0.01%
27,316
-2,468
2592
– –
-6,820
2593
– –
-8,421
2594
– –
-78,792
2595
– –
-8,012
2596
– –
-211,764
2597
– –
-2,244
2598
– –
-79,020
2599
– –
-9,301
2600
– –
-22,899
102 103
104
105 106