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
976
$3.94M 0.01%
39,847
-55,104
977
$3.94M 0.01%
82,961
+735
978
$3.93M 0.01%
240,260
-1,126
979
$3.93M 0.01%
186,852
+39,099
980
$3.91M 0.01%
174,319
+5,389
981
$3.9M 0.01%
26,741
+1,870
982
$3.89M 0.01%
151,972
-5,204
983
$3.89M 0.01%
+148,387
984
$3.87M 0.01%
147,833
+112,071
985
$3.86M 0.01%
97,403
+197
986
$3.85M 0.01%
125,106
+2,603
987
$3.84M 0.01%
76,370
+4,997
988
$3.84M 0.01%
47,670
-1
989
$3.84M 0.01%
24,533
-1,482
990
$3.82M 0.01%
149,967
+4,826
991
$3.82M 0.01%
142,795
-5,219
992
$3.77M 0.01%
60,956
-7,584
993
$3.71M 0.01%
155,703
+124,801
994
$3.71M 0.01%
38,076
-1,274
995
$3.71M 0.01%
103,542
-12,442
996
$3.71M 0.01%
47,399
-24,168
997
$3.7M 0.01%
92,987
-821
998
$3.69M 0.01%
10,673
-962
999
$3.69M 0.01%
22,121
-3,968
1000
$3.68M 0.01%
29,248
+705
38 39
40
41 42