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
1051
$3.29M 0.01%
141,784
-4,598
1052
$3.29M 0.01%
43,903
-1,228
1053
$3.27M 0.01%
25,278
-369
1054
$3.27M 0.01%
116,741
-387
1055
$3.27M ﹤0.01%
125,868
+3,596
1056
$3.26M ﹤0.01%
1,817
+72
1057
$3.25M ﹤0.01%
69,949
-25,109
1058
$3.24M ﹤0.01%
34,837
+890
1059
$3.24M ﹤0.01%
250,683
-19,774
1060
$3.24M ﹤0.01%
+117,711
1061
$3.24M ﹤0.01%
16,945
-2,958
1062
$3.23M ﹤0.01%
177,434
+380
1063
$3.23M ﹤0.01%
56,413
-36,484
1064
$3.22M ﹤0.01%
+65,158
1065
$3.22M ﹤0.01%
25,918
+4,885
1066
$3.2M ﹤0.01%
9,764
-1,401
1067
$3.2M ﹤0.01%
45,945
-14,375
1068
$3.2M ﹤0.01%
23,214
+9,293
1069
$3.19M ﹤0.01%
96,643
-3,562
1070
$3.19M ﹤0.01%
56,547
-1,167
1071
$3.19M ﹤0.01%
142,802
+12,864
1072
$3.19M ﹤0.01%
176,895
+6,572
1073
$3.17M ﹤0.01%
87,683
+9,310
1074
$3.16M ﹤0.01%
24,012
-3,495
1075
$3.14M ﹤0.01%
10,759
+8,468
41 42
43
44 45