Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
51
$244M 0.37%
3,063,606
+734,510
52
$244M 0.37%
313,578
+41,545
53
$242M 0.37%
1,085,502
+68,568
54
$241M 0.37%
1,921,680
+2,087
55
$237M 0.36%
3,936,320
+41,846
56
$233M 0.35%
531,236
+2,466
57
$231M 0.35%
1,987,562
-100,084
58
$230M 0.35%
313,467
-18,419
59
$228M 0.35%
546,993
-1,450
60
$227M 0.34%
923,724
+3,364
61
$225M 0.34%
1,028,670
-143,038
62
$224M 0.34%
1,447,311
-161,706
63
$218M 0.33%
1,122,960
+1,067,311
64
$215M 0.32%
2,199,950
+89,206
65
$212M 0.32%
3,621,144
-213,556
66
$212M 0.32%
1,306,538
-49,765
67
$211M 0.32%
845,490
+32,190
68
$210M 0.32%
807,568
-615,717
69
$207M 0.31%
1,127,263
-35,118
70
$207M 0.31%
4,912,662
+3,980,393
71
$198M 0.3%
2,208,343
+393,330
72
$192M 0.29%
2,644,235
-242,920
73
$191M 0.29%
3,021,100
+199,610
74
$187M 0.28%
1,531,871
+66,769
75
$187M 0.28%
1,025,668
-544,485
1 2
3
4 5