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
876
$5.01M 0.01%
60,917
+1,776
877
$4.99M 0.01%
69,180
+420
878
$4.98M 0.01%
139,076
+19,646
879
$4.97M 0.01%
124,022
+2,923
880
$4.96M 0.01%
23,870
+299
881
$4.94M 0.01%
149,989
-10,268
882
$4.92M 0.01%
103,701
-210,499
883
$4.91M 0.01%
117,083
+77,126
884
$4.91M 0.01%
38,826
+2,757
885
$4.89M 0.01%
140,355
+771
886
$4.89M 0.01%
84,711
-12,882
887
$4.86M 0.01%
185,589
+510
888
$4.85M 0.01%
45,977
-15,489
889
$4.84M 0.01%
132,653
-10,690
890
$4.83M 0.01%
198,263
-74,965
891
$4.79M 0.01%
52,976
-12,797
892
$4.79M 0.01%
68,440
-18,731
893
$4.75M 0.01%
38,086
-784
894
$4.74M 0.01%
264,683
+21,642
895
$4.73M 0.01%
94,722
+7,135
896
$4.71M 0.01%
51,358
+17
897
$4.68M 0.01%
38,899
-507
898
$4.66M 0.01%
20,078
+1,047
899
$4.65M 0.01%
22,646
+71
900
$4.64M 0.01%
51,996
+843
34 35
36
37 38