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
426
$19.5M 0.03%
37,243
-4,152
427
$19.5M 0.03%
807,628
+16,280
428
$19.5M 0.03%
54,838
-205,828
429
$19.2M 0.03%
1,019,500
+36,460
430
$19.1M 0.03%
643,321
+75,024
431
$19.1M 0.03%
220,383
-17,806
432
$19.1M 0.03%
82,252
-1,280
433
$19M 0.03%
564,457
-21,603
434
$19M 0.03%
369,419
+8,282
435
$19M 0.03%
152,973
-8,108
436
$18.9M 0.03%
524,440
-21,532
437
$18.7M 0.03%
160,723
-6,827
438
$18.7M 0.03%
284,962
-59,246
439
$18.6M 0.03%
676,926
-60,511
440
$18.6M 0.03%
401,986
+5,168
441
$18.6M 0.03%
223,613
+361
442
$18.5M 0.03%
481,791
+2,104
443
$18.5M 0.03%
895,521
-822,000
444
$18.4M 0.03%
566,842
+25,684
445
$18.4M 0.03%
652,450
-56,659
446
$18.4M 0.03%
81,319
+4,147
447
$18.4M 0.03%
195,892
+143,825
448
$18.3M 0.03%
92,373
+13,505
449
$18.2M 0.03%
363,320
+122,464
450
$18.2M 0.03%
165,798
-6,479
16 17
18
19 20