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
526
$13.3M 0.02%
41,709
-3,511
527
$13.2M 0.02%
142,333
-26,714
528
$13.1M 0.02%
28,890
-2,314
529
$13.1M 0.02%
326,153
-40,581
530
$13.1M 0.02%
595,030
+68,801
531
$13.1M 0.02%
69,151
-5,921
532
$13.1M 0.02%
126,751
-4,034
533
$13M 0.02%
53,441
-3,956
534
$13M 0.02%
22,778
+4,942
535
$13M 0.02%
272,657
+17,533
536
$13M 0.02%
304,867
-130,472
537
$12.9M 0.02%
64,927
-6,282
538
$12.9M 0.02%
22,072
+5,820
539
$12.9M 0.02%
166,741
-5,860
540
$12.8M 0.02%
265,041
-29,442
541
$12.8M 0.02%
122,881
-152,978
542
$12.7M 0.02%
201,789
+5,670
543
$12.6M 0.02%
271,735
+35,745
544
$12.5M 0.02%
194,650
-2,696
545
$12.5M 0.02%
99,999
-5,813
546
$12.5M 0.02%
310,322
-159,648
547
$12.4M 0.02%
34,675
+20,796
548
$12.4M 0.02%
406,183
-109,645
549
$12.4M 0.02%
161,240
-61,919
550
$12.3M 0.02%
70,267
+5,970
20 21
22
23 24