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
401
$20.9M 0.03%
360,291
+68,764
402
$20.9M 0.03%
143,855
-24,255
403
$20.9M 0.03%
584,009
+220,647
404
$20.9M 0.03%
48,378
-8,713
405
$20.7M 0.03%
153,219
+10,782
406
$20.7M 0.03%
124,117
-2,205
407
$20.6M 0.03%
193,808
+20,840
408
$20.6M 0.03%
64,925
+7,480
409
$20.6M 0.03%
383,548
-836
410
$20.6M 0.03%
96,347
-7,909
411
$20.4M 0.03%
237,351
-8,659
412
$20.3M 0.03%
150,860
-11,306
413
$20.1M 0.03%
191,766
-8,389
414
$20.1M 0.03%
851,064
+34,863
415
$20M 0.03%
298,334
-7,125
416
$19.9M 0.03%
137,018
+6,146
417
$19.9M 0.03%
152,225
-3,178
418
$19.9M 0.03%
274,833
+46,127
419
$19.9M 0.03%
336,531
+331,626
420
$19.9M 0.03%
184,873
-33,576
421
$19.8M 0.03%
120,755
-2,564
422
$19.8M 0.03%
696,877
-38,387
423
$19.8M 0.03%
181,236
+4,666
424
$19.6M 0.03%
301,310
-55,326
425
$19.5M 0.03%
273,938
-13,174
15 16
17
18 19