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
601
$10.8M 0.02%
226,337
+124,840
602
$10.7M 0.02%
105,261
+6,520
603
$10.7M 0.02%
86,712
-3,174
604
$10.7M 0.02%
136,923
+4,491
605
$10.7M 0.02%
93,968
+3,569
606
$10.7M 0.02%
81,170
-103,456
607
$10.6M 0.02%
224,473
-135,133
608
$10.6M 0.02%
147,331
-5,064
609
$10.6M 0.02%
330,374
-9,207
610
$10.5M 0.02%
103,835
-1,245
611
$10.5M 0.02%
103,441
-23,411
612
$10.5M 0.02%
115,911
+4,386
613
$10.5M 0.02%
70,644
-2,248
614
$10.5M 0.02%
394,598
+89,831
615
$10.3M 0.02%
414,800
+43,562
616
$10.3M 0.02%
182,736
-1,440
617
$10.3M 0.02%
393,382
+25,486
618
$10.3M 0.02%
195,150
-10,780
619
$10.2M 0.02%
271,873
-158,513
620
$10.2M 0.02%
342,007
-396,322
621
$10.1M 0.02%
34,417
-2,854
622
$10.1M 0.02%
100,556
+20,320
623
$10M 0.02%
155,553
-8,974
624
$10M 0.02%
198,908
-1,227
625
$9.97M 0.02%
150,292
+358
23 24
25
26 27