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
626
$9.97M 0.02%
36,695
-1,164
627
$9.96M 0.02%
20,898
-1,973
628
$9.95M 0.02%
83,334
-307
629
$9.94M 0.02%
196,029
-52,904
630
$9.87M 0.01%
6,529
-173
631
$9.84M 0.01%
71,684
+44,682
632
$9.83M 0.01%
29,264
-10,640
633
$9.8M 0.01%
112,360
+2,514
634
$9.8M 0.01%
260,023
+4,843
635
$9.71M 0.01%
107,239
-6,672
636
$9.7M 0.01%
181,637
+4,570
637
$9.68M 0.01%
412,481
-50,696
638
$9.56M 0.01%
220,358
-13,967
639
$9.46M 0.01%
69,457
-4,713
640
$9.38M 0.01%
108,862
-4,004
641
$9.36M 0.01%
232,277
+4,572
642
$9.32M 0.01%
91,038
-299
643
$9.31M 0.01%
146,041
-13,897
644
$9.27M 0.01%
198,103
+170,374
645
$9.24M 0.01%
+303,769
646
$9.24M 0.01%
33,997
-1,229
647
$9.23M 0.01%
125,434
-9,636
648
$9.19M 0.01%
40,848
+7,903
649
$9.18M 0.01%
+285,800
650
$9.17M 0.01%
372,408
-7,702
24 25
26
27 28