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
376
$23.4M 0.04%
380,270
-88,146
377
$23.4M 0.04%
135,442
-6,393
378
$23.2M 0.04%
121,797
-3,824
379
$22.6M 0.03%
171,446
+16,629
380
$22.5M 0.03%
585,285
-17,267
381
$22.5M 0.03%
1,032,599
-237,195
382
$22.4M 0.03%
46,867
-4,317
383
$22.4M 0.03%
305,690
+11,236
384
$22.4M 0.03%
248,270
-24,218
385
$22.2M 0.03%
108,571
+5,922
386
$22.1M 0.03%
77,054
-3,375
387
$22M 0.03%
81,497
+1,972
388
$22M 0.03%
149,689
-21,632
389
$21.9M 0.03%
785,847
-34,349
390
$21.9M 0.03%
791,078
-23,877
391
$21.7M 0.03%
647,555
+272,406
392
$21.7M 0.03%
98,733
+1,759
393
$21.4M 0.03%
39,600
-1,625
394
$21.2M 0.03%
504,040
-3,691
395
$21.1M 0.03%
187,646
-1,914
396
$21.1M 0.03%
409,253
-54,105
397
$21.1M 0.03%
191,153
-142,939
398
$21M 0.03%
208,754
-9,994
399
$21M 0.03%
104,378
+12,417
400
$21M 0.03%
275,893
+22,513
14 15
16
17 18