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
851
$5.39M 0.01%
118,633
-7,456
852
$5.39M 0.01%
51,430
-1,589
853
$5.38M 0.01%
26,644
-332
854
$5.37M 0.01%
46,029
-986
855
$5.33M 0.01%
30,984
-22,738
856
$5.31M 0.01%
444,138
+115,062
857
$5.31M 0.01%
236,515
+44,652
858
$5.29M 0.01%
105,796
+35,481
859
$5.29M 0.01%
30,164
-3,065
860
$5.27M 0.01%
70,619
-13,943
861
$5.27M 0.01%
79,442
-108,631
862
$5.21M 0.01%
67,779
+1,880
863
$5.2M 0.01%
61,281
-186
864
$5.19M 0.01%
110,394
+17,412
865
$5.17M 0.01%
76,756
+10,213
866
$5.15M 0.01%
37,348
+153
867
$5.14M 0.01%
+78,021
868
$5.13M 0.01%
72,482
-20,060
869
$5.12M 0.01%
204,818
+2,918
870
$5.1M 0.01%
168,835
-2,131
871
$5.09M 0.01%
63,455
+7,842
872
$5.06M 0.01%
202,493
+520
873
$5.06M 0.01%
20,652
+5,089
874
$5.03M 0.01%
102,333
+89,638
875
$5.02M 0.01%
38,967
-2,618
33 34
35
36 37