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
1076
$3.14M ﹤0.01%
243,174
-104,393
1077
$3.13M ﹤0.01%
11,379
-19
1078
$3.13M ﹤0.01%
87,775
-3,959
1079
$3.09M ﹤0.01%
32,521
-88
1080
$3.09M ﹤0.01%
16,280
+2,906
1081
$3.09M ﹤0.01%
25,954
-12,847
1082
$3.08M ﹤0.01%
126,397
-2,012
1083
$3.08M ﹤0.01%
131,402
+40,276
1084
$3.08M ﹤0.01%
15,452
-1,226
1085
$3.08M ﹤0.01%
61,731
+494
1086
$3.06M ﹤0.01%
30,974
-3,511
1087
$3.06M ﹤0.01%
120,666
-2,076
1088
$3.04M ﹤0.01%
58,380
+1,094
1089
$3.02M ﹤0.01%
36,428
-3,561
1090
$3.01M ﹤0.01%
37,767
+14,151
1091
$2.98M ﹤0.01%
133,397
+19,168
1092
$2.98M ﹤0.01%
43,648
-5,933
1093
$2.98M ﹤0.01%
144,936
+135,371
1094
$2.98M ﹤0.01%
91,148
+2,180
1095
$2.98M ﹤0.01%
9,902
-6,800
1096
$2.95M ﹤0.01%
50,327
+2,040
1097
$2.95M ﹤0.01%
96,444
+14,425
1098
$2.95M ﹤0.01%
68,924
-7,997
1099
$2.94M ﹤0.01%
96,058
+8,163
1100
$2.94M ﹤0.01%
69,995
-3,600
42 43
44
45 46