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
501
$14.8M 0.02%
76,079
-9,334
502
$14.8M 0.02%
204,345
-6,587
503
$14.8M 0.02%
50,697
-5,664
504
$14.6M 0.02%
284,365
+6,915
505
$14.5M 0.02%
212,340
-5,103
506
$14.5M 0.02%
123,006
+27,799
507
$14.4M 0.02%
58,998
+374
508
$14.3M 0.02%
263,531
+29,230
509
$14.3M 0.02%
25,512
+328
510
$14.3M 0.02%
570,260
+46,639
511
$14.2M 0.02%
166,987
-8,041
512
$14.2M 0.02%
65,939
-6,312
513
$14.1M 0.02%
188,245
-6,513
514
$14M 0.02%
245,498
+57,159
515
$13.9M 0.02%
55,288
-15,434
516
$13.9M 0.02%
114,541
-2,208
517
$13.9M 0.02%
681,382
+29,322
518
$13.9M 0.02%
102,697
-9,195
519
$13.5M 0.02%
44,652
+3,568
520
$13.4M 0.02%
114,696
-50,231
521
$13.4M 0.02%
222,472
+15,582
522
$13.4M 0.02%
733,743
+56,299
523
$13.4M 0.02%
363,384
-5,874
524
$13.3M 0.02%
404,661
-43,377
525
$13.3M 0.02%
431,252
+45,681
19 20
21
22 23