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
2601
– –
-10,894
2602
– –
-3,609
2603
– –
-33,298
2604
– –
-14,474
2605
– –
-1,854
2606
– –
-10,086
2607
– –
-17,390
2608
– –
-2,408
2609
– –
-7,112
2610
– –
-4,930
2611
– –
-16,240
2612
– –
-28,595
2613
– –
-135,942
2614
– –
-15,320
2615
– –
-8,843
2616
– –
-6,016
2617
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-5,000
2618
– –
-10,114
2619
– –
-102,674
2620
– –
-1,174
2621
– –
-64,382
2622
– –
-15,199
2623
– –
-6,801
2624
– –
-122,174
2625
– –
-11,539
103 104
105
106 107