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
301
$35.1M 0.05%
691,196
+428,132
302
$35.1M 0.05%
250,274
-3,091
303
$35M 0.05%
337,192
+12,546
304
$34.5M 0.05%
41,829
+4,226
305
$34.3M 0.05%
398,311
-7,290
306
$34.2M 0.05%
566,073
+19,205
307
$34.1M 0.05%
172,497
+4,831
308
$33.7M 0.05%
212,237
-11,327
309
$33.6M 0.05%
321,287
+206,512
310
$33.3M 0.05%
436,848
-3,633
311
$33.2M 0.05%
249,145
+44,032
312
$33M 0.05%
103,076
-6,035
313
$32.7M 0.05%
446,473
-47,044
314
$32.4M 0.05%
710,761
+61,685
315
$32.4M 0.05%
+1,144,529
316
$31.9M 0.05%
522,987
-13,573
317
$31.8M 0.05%
729,948
-108,817
318
$31.7M 0.05%
815,799
-17,175
319
$31.7M 0.05%
379,413
-98,375
320
$31.6M 0.05%
248,652
-16,357
321
$31.4M 0.05%
297,091
-99,562
322
$31.4M 0.05%
1,277,573
+238,659
323
$31.2M 0.05%
389,032
+321,537
324
$31.2M 0.05%
382,276
+7,477
325
$30.9M 0.05%
1,682,922
+190,633
11 12
13
14 15