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
1001
$3.65M 0.01%
138,278
-41,591
1002
$3.65M 0.01%
80,583
+5,225
1003
$3.64M 0.01%
220,819
+7,526
1004
$3.63M 0.01%
185,351
+5,580
1005
$3.62M 0.01%
37,828
+61
1006
$3.61M 0.01%
25,119
+925
1007
$3.58M 0.01%
10,231
-989
1008
$3.58M 0.01%
27,481
-1,144
1009
$3.58M 0.01%
25,924
-144
1010
$3.58M 0.01%
137,840
-369
1011
$3.57M 0.01%
+81,143
1012
$3.57M 0.01%
21,683
-4,820
1013
$3.56M 0.01%
81,685
+1,929
1014
$3.55M 0.01%
120,703
+5,226
1015
$3.54M 0.01%
79,387
+12,661
1016
$3.52M 0.01%
24,718
+19,671
1017
$3.52M 0.01%
5,192
-1,367
1018
$3.51M 0.01%
40,789
-56,941
1019
$3.51M 0.01%
26,180
-1,138
1020
$3.5M 0.01%
83,210
+916
1021
$3.5M 0.01%
293,428
+48,606
1022
$3.5M 0.01%
136,545
+59
1023
$3.5M 0.01%
37,642
+2,205
1024
$3.49M 0.01%
34,889
-2,665
1025
$3.49M 0.01%
70,200
+40,846
39 40
41
42 43