Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
26
$489M 0.74%
8,048,325
-468,185
27
$413M 0.63%
849,877
-16,925
28
$408M 0.62%
2,276,853
-361,877
29
$398M 0.6%
2,638,521
+6,772
30
$394M 0.6%
2,253,777
-296,306
31
$388M 0.59%
1,959,854
-10,545
32
$386M 0.58%
2,913,210
-121,300
33
$375M 0.57%
4,590,355
-44,681
34
$373M 0.56%
7,340,217
+395,721
35
$359M 0.54%
3,413,836
+109,465
36
$335M 0.51%
973,135
-160,038
37
$324M 0.49%
771,494
-3,899
38
$324M 0.49%
3,502,304
+301,116
39
$320M 0.49%
2,817,981
-21,300
40
$320M 0.48%
2,023,953
-386,111
41
$320M 0.48%
2,027,810
-74,976
42
$316M 0.48%
3,753,503
-11,618
43
$308M 0.47%
4,262,619
-38,253
44
$303M 0.46%
612,284
-29,014
45
$301M 0.46%
3,686,067
-177,912
46
$297M 0.45%
1,411,459
-52,253
47
$291M 0.44%
2,510,881
-89,828
48
$289M 0.44%
832,815
-60,864
49
$283M 0.43%
545,048
+11,584
50
$272M 0.41%
3,406,614
-162,425
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