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
2626
– –
-7,778
2627
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-10,000
2628
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-14,945
2629
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-14,937
2630
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-11,304
2631
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-72,576
2632
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-11,955
2633
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-18,440
2634
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-24,962
2635
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-31,770
2636
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-11,791
2637
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-13,543
2638
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-22,052
2639
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-1,220
2640
– –
-14,476
2641
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-4,221
2642
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-4,556
2643
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-5,744
2644
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-5,493
2645
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-4,484
2646
– –
-2,664
2647
– –
-11,372
2648
– –
-7,425
2649
– –
-4,294
2650
– –
-14,385
104 105
106
107 108