Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
76
$186M 0.28%
4,268,476
+174,081
77
$181M 0.27%
1,121,133
+21,353
78
$180M 0.27%
634,153
-36,789
79
$180M 0.27%
4,620,260
-220,583
80
$180M 0.27%
3,095,063
-339,126
81
$178M 0.27%
1,941,222
-50,362
82
$176M 0.27%
251,544
-37,161
83
$175M 0.27%
1,362,559
+1,346,480
84
$173M 0.26%
1,996,138
+447,783
85
$172M 0.26%
1,821,573
-219,046
86
$172M 0.26%
1,015,580
-19,014
87
$171M 0.26%
205,244
-123,049
88
$171M 0.26%
705,422
+5,323
89
$170M 0.26%
544,156
+2,302
90
$168M 0.25%
1,317,241
-46,859
91
$164M 0.25%
1,103,402
-456,201
92
$163M 0.25%
2,131,587
-1,798,424
93
$159M 0.24%
2,088,472
-151,674
94
$158M 0.24%
618,650
-68,971
95
$157M 0.24%
258,829
+6,079
96
$157M 0.24%
1,057,378
-74,383
97
$156M 0.24%
1,649,692
+86,857
98
$154M 0.23%
1,246,683
-258,765
99
$150M 0.23%
3,463,449
-808,382
100
$148M 0.22%
718,955
-24,889
2 3
4
5 6