Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$206M
2
+$157M
3
+$157M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76M
5
VLO icon
Valero Energy
VLO
+$63.4M

Top Sells

1
+$170M
2
+$152M
3
+$133M
4
BLK icon
Blackrock
BLK
+$98.9M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$95.7M

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
951
$4.14M 0.01%
61,214
+1,544
952
$4.14M 0.01%
64,833
-12,932
953
$4.14M 0.01%
38,846
+2,500
954
$4.13M 0.01%
15,964
+12,801
955
$4.13M 0.01%
70,250
-6,501
956
$4.12M 0.01%
101,341
-1,281
957
$4.12M 0.01%
158,280
+20,058
958
$4.12M 0.01%
69,024
+1,410
959
$4.1M 0.01%
51,705
+2,825
960
$4.09M 0.01%
51,203
+3,380
961
$4.09M 0.01%
18,198
-10,166
962
$4.07M 0.01%
78,501
+19,997
963
$4.07M 0.01%
45,292
-220
964
$4.06M 0.01%
396,546
-830
965
$4.02M 0.01%
71,660
-5,617
966
$4.02M 0.01%
113,527
+26,043
967
$4.02M 0.01%
17,857
-1,040
968
$4.01M 0.01%
43,812
+6,646
969
$3.98M 0.01%
19,102
+554
970
$3.98M 0.01%
111,978
-2,846
971
$3.98M 0.01%
45,757
+415
972
$3.97M 0.01%
36,234
+40
973
$3.96M 0.01%
227,707
-4,374
974
$3.96M 0.01%
105,514
-2,267
975
$3.94M 0.01%
23,792
-1,735
37 38
39
40 41