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
551
$12.3M 0.02%
347,559
+6,250
552
$12.3M 0.02%
242,887
+41,259
553
$12.2M 0.02%
327,575
+35,075
554
$12.2M 0.02%
143,964
-1,401
555
$12.2M 0.02%
30,115
+466
556
$12.1M 0.02%
135,067
+13,748
557
$12.1M 0.02%
186,509
+7,502
558
$12.1M 0.02%
83,903
+7,688
559
$12.1M 0.02%
252,104
-522
560
$12.1M 0.02%
114,511
+16,714
561
$12M 0.02%
31,798
-2,821
562
$12M 0.02%
82,880
+3,096
563
$12M 0.02%
264,809
+111,579
564
$12M 0.02%
130,580
+7,171
565
$11.9M 0.02%
71,381
-2,465
566
$11.9M 0.02%
103,756
-74,114
567
$11.9M 0.02%
117,848
-63,301
568
$11.9M 0.02%
196,571
+16,455
569
$11.8M 0.02%
46,249
-16,713
570
$11.8M 0.02%
419,272
+63,499
571
$11.8M 0.02%
105,458
+4,182
572
$11.8M 0.02%
322,490
-232,182
573
$11.8M 0.02%
150,277
-526,802
574
$11.7M 0.02%
90,553
-2,459
575
$11.7M 0.02%
134,064
+3,720
21 22
23
24 25