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
726
$7.6M 0.01%
141,365
-3,423
727
$7.6M 0.01%
272,199
-40,011
728
$7.58M 0.01%
39,580
+374
729
$7.58M 0.01%
6,063
-168
730
$7.57M 0.01%
93,310
+87
731
$7.52M 0.01%
43,796
-2,532
732
$7.45M 0.01%
90,760
-12,694
733
$7.41M 0.01%
395,353
+131,561
734
$7.4M 0.01%
96,863
-9,066
735
$7.37M 0.01%
40,996
-1,221
736
$7.36M 0.01%
21,205
-11,702
737
$7.36M 0.01%
77,317
+7,619
738
$7.35M 0.01%
76,950
-15,413
739
$7.35M 0.01%
77,826
-2,878
740
$7.33M 0.01%
262,903
-2,641
741
$7.31M 0.01%
305,387
+17,588
742
$7.26M 0.01%
75,295
-854
743
$7.22M 0.01%
111,124
+17,801
744
$7.2M 0.01%
61,384
-13,103
745
$7.2M 0.01%
+323,636
746
$7.18M 0.01%
51,757
-240
747
$7.13M 0.01%
106,842
+1,581
748
$7.12M 0.01%
175,000
+15,392
749
$7.12M 0.01%
219,265
+61,987
750
$7.11M 0.01%
148,612
-5,109
28 29
30
31 32