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
476
$16.5M 0.03%
404,231
+159,231
477
$16.5M 0.03%
61,705
+1,924
478
$16.4M 0.02%
483,653
-64,041
479
$16.3M 0.02%
164,528
-9,035
480
$16.3M 0.02%
117,447
-7,846
481
$16.2M 0.02%
41,532
-546
482
$16.2M 0.02%
239,404
-4,286
483
$16.2M 0.02%
214,210
-14,843
484
$16.2M 0.02%
247,397
+12,747
485
$16.1M 0.02%
9,877
+467
486
$16.1M 0.02%
82,308
-12,340
487
$15.9M 0.02%
503,161
-180,280
488
$15.9M 0.02%
231,161
+7,162
489
$15.7M 0.02%
185,116
+201
490
$15.7M 0.02%
24,996
+1,052
491
$15.5M 0.02%
260,595
-3,176
492
$15.4M 0.02%
4,895
-251
493
$15.4M 0.02%
1,634,757
+11,272
494
$15.2M 0.02%
301,505
+56,513
495
$15.1M 0.02%
962,904
+37,693
496
$15.1M 0.02%
301,655
+48,753
497
$15.1M 0.02%
50,274
-7,801
498
$15.1M 0.02%
1,133,493
+27,848
499
$14.9M 0.02%
446,029
+32,477
500
$14.9M 0.02%
142,526
-5,837
18 19
20
21 22