Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
251
$45.2M 0.07%
275,061
+46,502
252
$45.1M 0.07%
743,839
-492,383
253
$44M 0.07%
123,054
+917
254
$44M 0.07%
275,455
-36,100
255
$43.8M 0.07%
251,547
-38,005
256
$43.6M 0.07%
756,416
-47,174
257
$43.4M 0.07%
164,202
+34,163
258
$43.2M 0.07%
1,103,993
+3,758
259
$42.2M 0.06%
102,687
+4,061
260
$41.9M 0.06%
526,359
-30,503
261
$41.8M 0.06%
431,935
-31,562
262
$41.5M 0.06%
1,260,270
+339,110
263
$40.9M 0.06%
707,712
-36,804
264
$40.7M 0.06%
212,142
-5,757
265
$40.7M 0.06%
404,833
+108,595
266
$40.6M 0.06%
685,448
-21,538
267
$40.5M 0.06%
785,558
-83,443
268
$40.3M 0.06%
41,851
-2,530
269
$40.2M 0.06%
694,586
+20,319
270
$40.1M 0.06%
533,100
-627,240
271
$40.1M 0.06%
367,928
-25,858
272
$40M 0.06%
187,673
-11,027
273
$39.9M 0.06%
927,046
+4,287
274
$39.8M 0.06%
71,530
-939
275
$39.6M 0.06%
3,438,865
-468,330
9 10
11
12 13