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
576
$11.6M 0.02%
115,353
+1,699
577
$11.6M 0.02%
158,805
-6,713
578
$11.5M 0.02%
200,012
+19,476
579
$11.5M 0.02%
56,305
-12,063
580
$11.5M 0.02%
311,099
+4,395
581
$11.3M 0.02%
250,083
-42,090
582
$11.3M 0.02%
536,114
+31,086
583
$11.2M 0.02%
94,179
+479
584
$11.2M 0.02%
22,883
-191
585
$11.2M 0.02%
85,237
+68,300
586
$11.1M 0.02%
28,357
+590
587
$11.1M 0.02%
166,805
+1,076
588
$11.1M 0.02%
180,948
-160,051
589
$11.1M 0.02%
212,767
-6,061
590
$11.1M 0.02%
149,028
+7,122
591
$11.1M 0.02%
124,727
-15,998
592
$11M 0.02%
195,328
+15,322
593
$11M 0.02%
192,624
+14,471
594
$11M 0.02%
68,718
-8,051
595
$11M 0.02%
236,026
+31,074
596
$10.9M 0.02%
35,732
+1,201
597
$10.8M 0.02%
27,409
-4,929
598
$10.8M 0.02%
39,985
-970
599
$10.8M 0.02%
40,592
-5,595
600
$10.8M 0.02%
294,611
+9,051
22 23
24
25 26