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
2701
– –
-9,554
2702
– –
-81,620
2703
– –
-9,331
2704
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-88,229
2705
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-42,483
2706
– –
-17,910
2707
– –
-3,603
2708
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-7,971
2709
– –
-29,076
2710
– –
-10,002
2711
– –
-73,216
2712
– –
-11,521
2713
– –
-12,407
2714
– –
-22,872
2715
– –
-19,728
2716
– –
-17,562
2717
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-4,087
2718
– –
-17,924
2719
– –
-39,763
2720
– –
-4,309
2721
– –
-14,411
2722
– –
-5,889
2723
– –
-37,167
2724
– –
-193,875
2725
– –
-55,512
106 107 108
109
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