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
276
$39.6M 0.06%
749,878
-1,267,914
277
$38.9M 0.06%
205,363
-40,556
278
$38.8M 0.06%
713,814
-172,839
279
$38.8M 0.06%
260,895
+107,680
280
$38.6M 0.06%
1,333,436
-600,913
281
$37.9M 0.06%
254,561
-9,622
282
$37.9M 0.06%
191,433
+16,826
283
$37.8M 0.06%
489,536
-22,071
284
$37.7M 0.06%
241,617
+10,872
285
$37.7M 0.06%
150,661
+10,691
286
$37.6M 0.06%
700,310
+66,158
287
$37.5M 0.06%
667,448
-3,751
288
$37.4M 0.06%
680,121
+14,460
289
$36.8M 0.06%
37,919
-7,514
290
$36.8M 0.06%
1,017,019
-404,663
291
$36.6M 0.06%
303,799
+112,580
292
$36.6M 0.06%
725,730
+140,814
293
$36.6M 0.06%
178,259
-4,114
294
$36.6M 0.06%
544,484
+33,373
295
$36.6M 0.06%
158,822
-4,663
296
$36.2M 0.05%
469,739
-26,203
297
$35.5M 0.05%
515,802
-125,096
298
$35.3M 0.05%
1,734,177
+32,808
299
$35.2M 0.05%
297,890
-11,210
300
$35.1M 0.05%
121,065
+3,525
10 11
12
13 14