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
1026
$3.49M 0.01%
147,975
+32
1027
$3.48M 0.01%
95,602
-6,966
1028
$3.48M 0.01%
26,683
+20,406
1029
$3.46M 0.01%
190,898
-14,850
1030
$3.46M 0.01%
148,709
+125,934
1031
$3.45M 0.01%
73,008
+6,389
1032
$3.44M 0.01%
41,660
-3,500
1033
$3.44M 0.01%
21,307
-9,184
1034
$3.42M 0.01%
37,563
+824
1035
$3.42M 0.01%
182,293
+10,510
1036
$3.41M 0.01%
+53,025
1037
$3.38M 0.01%
94,113
-1,836
1038
$3.37M 0.01%
13,185
+700
1039
$3.37M 0.01%
35,158
+18,142
1040
$3.37M 0.01%
39,861
-1,222
1041
$3.36M 0.01%
31,573
+6,842
1042
$3.36M 0.01%
23,359
+116
1043
$3.36M 0.01%
35,358
+10,457
1044
$3.35M 0.01%
50,298
-1,124
1045
$3.34M 0.01%
12,642
+1,351
1046
$3.33M 0.01%
58,380
+3,749
1047
$3.33M 0.01%
70,771
+13,770
1048
$3.31M 0.01%
93,840
-2,156
1049
$3.3M 0.01%
151,584
-12,140
1050
$3.3M 0.01%
110,730
-401,418
40 41
42
43 44