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
701
$8.1M 0.01%
60,096
+1,669
702
$8.08M 0.01%
317,577
+10,009
703
$8.05M 0.01%
195,456
-4,178
704
$7.99M 0.01%
351,232
-2,441
705
$7.98M 0.01%
90,533
-35,114
706
$7.91M 0.01%
297,759
+24,156
707
$7.87M 0.01%
827,919
-100,701
708
$7.86M 0.01%
166,920
+18,308
709
$7.85M 0.01%
15,802
+2,900
710
$7.85M 0.01%
281,136
-53,348
711
$7.84M 0.01%
288,735
+7,521
712
$7.82M 0.01%
221,050
-36,033
713
$7.79M 0.01%
49,807
-3,675
714
$7.78M 0.01%
280,804
715
$7.78M 0.01%
102,146
-3,154
716
$7.75M 0.01%
58,865
+5,154
717
$7.75M 0.01%
133,310
-74,894
718
$7.75M 0.01%
180,759
-82,656
719
$7.73M 0.01%
58,718
-1,151
720
$7.72M 0.01%
84,907
+5,147
721
$7.71M 0.01%
101,301
+16,312
722
$7.71M 0.01%
77,571
-63,114
723
$7.68M 0.01%
92,824
-1,104
724
$7.66M 0.01%
302,993
-1,426,926
725
$7.62M 0.01%
772,999
+2,985
27 28
29
30 31