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
2626
– –
-4,883
2627
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-5,337
2628
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-3,176
2629
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-22,110
2630
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-39,652
2631
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-12,653
2632
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-9,500
2633
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-15,450
2634
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-105,277
2635
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-5,797
2636
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-17,725
2637
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-10,460
2638
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-18,812
2639
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-3,538
2640
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-26,635
2641
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-21,158
2642
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-10,948
2643
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-11,467
2644
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-9,133
2645
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-38,911
2646
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-39,040
2647
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-21,185
2648
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-17,544
2649
– –
-5,524
2650
– –
-124,096
104 105
106
107 108