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
2726
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2727
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-28,595
2728
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-135,942
2729
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2730
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2731
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2732
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-5,000
2733
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2734
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-102,674
2735
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-1,174
2736
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-64,382
2737
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-15,199
2738
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-6,801
2739
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-122,174
2740
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-11,539
2741
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-3,176
2742
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-13,717
2743
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-45,500
2744
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-16,121
2745
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-9,148
106 107 108 109
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