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
901
$4.64M 0.01%
21,422
-13,216
902
$4.62M 0.01%
90,977
-17,135
903
$4.59M 0.01%
64,947
-18,033
904
$4.59M 0.01%
179,835
-5,736
905
$4.59M 0.01%
76,090
-32,389
906
$4.59M 0.01%
56,144
-16,608
907
$4.58M 0.01%
103,254
-19,772
908
$4.58M 0.01%
43,887
-1,066
909
$4.56M 0.01%
85,075
+4,291
910
$4.56M 0.01%
102,347
-19,598
911
$4.56M 0.01%
55,599
-2,081
912
$4.54M 0.01%
57,539
-16,121
913
$4.53M 0.01%
106,700
-43
914
$4.52M 0.01%
495,344
-168,737
915
$4.52M 0.01%
66,053
+4,567
916
$4.5M 0.01%
23,738
+6,655
917
$4.49M 0.01%
189,414
-12,219
918
$4.47M 0.01%
49,268
-10,289
919
$4.45M 0.01%
64,366
+342
920
$4.45M 0.01%
+138,396
921
$4.45M 0.01%
120,967
+70,180
922
$4.45M 0.01%
52,211
-1,484
923
$4.45M 0.01%
61,050
-14,343
924
$4.43M 0.01%
19,096
-1,127
925
$4.41M 0.01%
65,481
+1,230
35 36
37
38 39