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
751
$7.11M 0.01%
313,708
+20,172
752
$7.08M 0.01%
110,189
-7,848
753
$7.07M 0.01%
37,133
+1,209
754
$7.06M 0.01%
33,117
+1,490
755
$7M 0.01%
173,818
-7,441
756
$6.97M 0.01%
120,372
-9,265
757
$6.96M 0.01%
39,292
+4,672
758
$6.94M 0.01%
68,690
+42,700
759
$6.93M 0.01%
247,101
-26,134
760
$6.89M 0.01%
189,929
+818
761
$6.88M 0.01%
230,959
+2,123
762
$6.82M 0.01%
195,618
+188,884
763
$6.8M 0.01%
572,488
-5,440
764
$6.8M 0.01%
26,612
-3,729
765
$6.8M 0.01%
184,943
+827
766
$6.79M 0.01%
202,868
+12,184
767
$6.75M 0.01%
64,305
-550
768
$6.74M 0.01%
199,952
-3,561
769
$6.73M 0.01%
80,768
-22,138
770
$6.72M 0.01%
198,555
-10,446
771
$6.71M 0.01%
58,827
-5,748
772
$6.71M 0.01%
58,422
-1,289
773
$6.7M 0.01%
24,767
-14,259
774
$6.66M 0.01%
43,257
-26,043
775
$6.65M 0.01%
131,588
+1,930
29 30
31
32 33