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
351
$27M 0.04%
332,893
-21,886
352
$26.8M 0.04%
959,290
+254,078
353
$26.6M 0.04%
113,052
-63,439
354
$26.4M 0.04%
643,666
-330,707
355
$26.4M 0.04%
1,107,637
+103,775
356
$26.3M 0.04%
297,411
-11,064
357
$26.2M 0.04%
533,170
+302,077
358
$26.1M 0.04%
516,017
+31,364
359
$25.7M 0.04%
406,218
-32,076
360
$25.7M 0.04%
266,075
-21,154
361
$25.7M 0.04%
804,288
-4,706
362
$25.6M 0.04%
1,167,937
-11,579
363
$25.4M 0.04%
206,983
-20,907
364
$25.4M 0.04%
1,821,238
+40,491
365
$25.4M 0.04%
1,037,818
+203,378
366
$25.3M 0.04%
249,519
-5,546
367
$25.3M 0.04%
79,556
-8,470
368
$24.8M 0.04%
135,634
+8,403
369
$24.6M 0.04%
260,764
-9,369
370
$24.5M 0.04%
99,019
-8,429
371
$24.4M 0.04%
362,096
+10,993
372
$23.9M 0.04%
112,007
-854
373
$23.8M 0.04%
87,268
+1,273
374
$23.7M 0.04%
231,252
-16,033
375
$23.5M 0.04%
984,526
+126,225
13 14
15
16 17