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
776
$6.64M 0.01%
130,752
-4,283
777
$6.52M 0.01%
588,772
+2,772
778
$6.5M 0.01%
98,681
-5,280
779
$6.5M 0.01%
42,250
+2,515
780
$6.49M 0.01%
42,098
+11,301
781
$6.49M 0.01%
265,978
+15,132
782
$6.46M 0.01%
49,130
+3,553
783
$6.44M 0.01%
91,121
-510
784
$6.42M 0.01%
38,353
+353
785
$6.42M 0.01%
88,564
+15,540
786
$6.42M 0.01%
73,696
-29,169
787
$6.39M 0.01%
257,392
-1,507
788
$6.37M 0.01%
15,358
+902
789
$6.37M 0.01%
102,976
+137
790
$6.37M 0.01%
15,952
-27
791
$6.34M 0.01%
41,421
-2,049
792
$6.34M 0.01%
57,383
-29,443
793
$6.33M 0.01%
63,750
-6,732
794
$6.29M 0.01%
137,869
795
$6.29M 0.01%
75,106
-1,286
796
$6.29M 0.01%
276,519
-59,472
797
$6.27M 0.01%
144,478
-154,460
798
$6.26M 0.01%
37,938
+10,848
799
$6.26M 0.01%
59,440
+49,691
800
$6.24M 0.01%
79,865
+25,398
30 31
32
33 34