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
651
$9.15M 0.01%
83,829
-5,936
652
$9.15M 0.01%
42,422
+507
653
$9M 0.01%
83,196
-4,922
654
$9M 0.01%
156,344
+76,249
655
$8.98M 0.01%
49,115
-4,756
656
$8.95M 0.01%
17,050
-2,365
657
$8.94M 0.01%
204,253
+771
658
$8.93M 0.01%
35,693
-5,941
659
$8.91M 0.01%
65,485
-2,691
660
$8.9M 0.01%
168,344
+17,490
661
$8.89M 0.01%
95,947
-2,461
662
$8.88M 0.01%
101,220
-11,464
663
$8.88M 0.01%
191,461
+55,728
664
$8.87M 0.01%
263,420
+16,890
665
$8.82M 0.01%
7,162
+1,571
666
$8.8M 0.01%
168,334
+14,323
667
$8.79M 0.01%
255,229
-3,267
668
$8.76M 0.01%
20,405
+859
669
$8.76M 0.01%
47,375
-5,874
670
$8.75M 0.01%
35,366
-17,566
671
$8.73M 0.01%
55,638
+6,492
672
$8.72M 0.01%
99,718
+104
673
$8.71M 0.01%
508,205
+965
674
$8.71M 0.01%
266,620
+17,735
675
$8.66M 0.01%
151,303
-32,170
25 26
27
28 29