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
926
$4.41M 0.01%
372,328
+1,401
927
$4.4M 0.01%
56,039
-644
928
$4.39M 0.01%
102,606
-508
929
$4.38M 0.01%
24,252
+2,813
930
$4.37M 0.01%
29,730
-7,538
931
$4.35M 0.01%
126,309
+102,970
932
$4.34M 0.01%
32,717
+3,431
933
$4.33M 0.01%
75,025
-9,382
934
$4.32M 0.01%
25,113
+947
935
$4.31M 0.01%
67,395
+15,529
936
$4.3M 0.01%
92,489
-117,792
937
$4.3M 0.01%
124,407
-6,829
938
$4.29M 0.01%
36,729
+9,527
939
$4.28M 0.01%
112,790
-6,420
940
$4.27M 0.01%
9,801
-4,169
941
$4.26M 0.01%
33,133
-2,139
942
$4.25M 0.01%
239,872
+7,447
943
$4.24M 0.01%
23,075
+9,570
944
$4.22M 0.01%
45,143
-1,138
945
$4.21M 0.01%
190,083
-926
946
$4.19M 0.01%
118,719
+1,321
947
$4.17M 0.01%
35,141
-5,440
948
$4.17M 0.01%
39,379
-89
949
$4.15M 0.01%
221,196
+134,187
950
$4.15M 0.01%
30,435
-608
36 37
38
39 40