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
326
$30.9M 0.05%
238,601
-24,289
327
$30.7M 0.05%
306,601
+221,528
328
$30.6M 0.05%
84,390
-18,921
329
$30.5M 0.05%
162,433
+160,911
330
$30.2M 0.05%
432,125
-14,229
331
$30.2M 0.05%
29,715
-3,787
332
$30.1M 0.05%
612,694
-10,215
333
$30.1M 0.05%
383,432
-60,069
334
$29.7M 0.05%
668,527
+530,938
335
$29.3M 0.04%
602,301
-16,921
336
$29.2M 0.04%
1,228,811
+907
337
$29.1M 0.04%
268,637
-237,548
338
$28.8M 0.04%
333,622
+243,969
339
$28.8M 0.04%
520,641
-21,570
340
$28.7M 0.04%
426,156
+31,110
341
$28.7M 0.04%
+338,530
342
$28.2M 0.04%
166,645
-6,258
343
$28.1M 0.04%
451,237
+112,228
344
$28M 0.04%
69,725
-19,000
345
$28M 0.04%
213,123
-16,395
346
$27.6M 0.04%
527,625
-69,630
347
$27.5M 0.04%
507,476
-23,773
348
$27.5M 0.04%
38,147
-4,455
349
$27.5M 0.04%
18,070
+181
350
$27M 0.04%
263,127
-107,618
12 13
14
15 16