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
801
$6.2M 0.01%
137,075
-6,077
802
$6.18M 0.01%
78,641
+4,048
803
$6.17M 0.01%
28,261
-4,304
804
$6.15M 0.01%
9,587
+354
805
$6.15M 0.01%
83,244
-988
806
$6.13M 0.01%
89,221
-5,853
807
$6.13M 0.01%
721,677
-31,359
808
$6.11M 0.01%
109,718
-83,357
809
$6.09M 0.01%
169,107
+140,245
810
$6.09M 0.01%
371,479
+8,999
811
$6.09M 0.01%
114,641
-42,977
812
$6.07M 0.01%
208,125
+13,225
813
$6.07M 0.01%
168,906
-8,381
814
$6.05M 0.01%
32,292
-5,153
815
$6.05M 0.01%
85,343
-11,195
816
$6.02M 0.01%
94,575
-11,009
817
$6.01M 0.01%
130,356
+14,949
818
$6M 0.01%
170,449
+21,179
819
$6M 0.01%
42,684
+531
820
$5.99M 0.01%
+114,241
821
$5.99M 0.01%
202,946
-3,243
822
$5.99M 0.01%
226,408
+13,189
823
$5.94M 0.01%
155,227
+1,753
824
$5.93M 0.01%
36,711
+10,617
825
$5.93M 0.01%
334,233
+253,732
31 32
33
34 35