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
451
$18.1M 0.03%
141,944
-38,544
452
$18.1M 0.03%
131,769
+9,756
453
$18M 0.03%
51,758
-882
454
$17.8M 0.03%
74,320
-5,504
455
$17.7M 0.03%
227,713
-969
456
$17.7M 0.03%
712,877
+9,932
457
$17.7M 0.03%
107,482
-7,673
458
$17.7M 0.03%
65,780
-358
459
$17.6M 0.03%
263,180
-23,108
460
$17.5M 0.03%
277,134
+49,786
461
$17.5M 0.03%
194,701
-42,561
462
$17.5M 0.03%
338,968
+108,183
463
$17.4M 0.03%
689,277
-89,659
464
$17.3M 0.03%
341,544
+15,394
465
$17.3M 0.03%
203,472
+13,155
466
$17.2M 0.03%
368,373
+43,878
467
$17.1M 0.03%
988,009
+7,409
468
$17.1M 0.03%
265,398
+85,154
469
$17M 0.03%
242,718
-4,756
470
$17M 0.03%
61,765
+1,060
471
$16.9M 0.03%
48,862
+37,383
472
$16.8M 0.03%
306,590
+19,396
473
$16.8M 0.03%
229,667
+15,182
474
$16.6M 0.03%
773,748
-59,562
475
$16.5M 0.03%
147,221
-13,095
17 18
19
20 21