Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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 8.63%
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
– –
-10,411
2602
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-15,654
2603
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-10,597
2604
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-7,094
2605
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2606
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2607
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-2,408
2608
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-16,240
2609
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-18,079
2610
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-4,930
2611
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-4,883
2612
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-5,337
2613
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-22,110
2614
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-39,040
2615
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-21,185
2616
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-17,544
2617
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-5,524
2618
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2619
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2620
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-27,886
2621
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-2,356
2622
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-10,991
2623
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-14,476
2624
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-22,771
2625
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-3,082
103 104
105
106 107