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
826
$5.92M 0.01%
82,354
-251
827
$5.9M 0.01%
211,104
-84,373
828
$5.85M 0.01%
296,038
+224,580
829
$5.85M 0.01%
79,785
+2,027
830
$5.82M 0.01%
127,922
+3,711
831
$5.82M 0.01%
44,110
-9,624
832
$5.76M 0.01%
140,924
+1,249
833
$5.73M 0.01%
220,792
-39,783
834
$5.71M 0.01%
61,117
-2,647
835
$5.71M 0.01%
232,778
-18,914
836
$5.67M 0.01%
31,264
+409
837
$5.65M 0.01%
31,679
+2,554
838
$5.61M 0.01%
601,509
-6,109
839
$5.55M 0.01%
69,888
+12,826
840
$5.55M 0.01%
88,381
-7,142
841
$5.55M 0.01%
18,731
-8,493
842
$5.53M 0.01%
37,995
+4,904
843
$5.52M 0.01%
172,789
+2,817
844
$5.5M 0.01%
27,692
-80
845
$5.5M 0.01%
253,374
+2,495
846
$5.47M 0.01%
9,748
+223
847
$5.42M 0.01%
157,078
-4,523
848
$5.41M 0.01%
112,649
-631
849
$5.41M 0.01%
297,841
+157,019
850
$5.4M 0.01%
51,936
+10,843
32 33
34
35 36