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
1101
$2.94M ﹤0.01%
103,751
-2,523
1102
$2.93M ﹤0.01%
72,230
+31,866
1103
$2.93M ﹤0.01%
67,268
+39,942
1104
$2.93M ﹤0.01%
+30,774
1105
$2.9M ﹤0.01%
75,964
-3,007
1106
$2.89M ﹤0.01%
10,603
-800
1107
$2.89M ﹤0.01%
72,446
+857
1108
$2.88M ﹤0.01%
67,006
+3,308
1109
$2.87M ﹤0.01%
52,875
-15,157
1110
$2.86M ﹤0.01%
14,518
-149
1111
$2.85M ﹤0.01%
147,183
-2,855
1112
$2.85M ﹤0.01%
91,520
-6,898
1113
$2.84M ﹤0.01%
28,227
+9,676
1114
$2.82M ﹤0.01%
81,311
+14,356
1115
$2.82M ﹤0.01%
49,113
-518
1116
$2.82M ﹤0.01%
58,320
-20,048
1117
$2.81M ﹤0.01%
54,647
-3,153
1118
$2.8M ﹤0.01%
134,386
+9,219
1119
$2.79M ﹤0.01%
40,105
+2,058
1120
$2.78M ﹤0.01%
98,539
-1,250
1121
$2.78M ﹤0.01%
249,246
-1,345
1122
$2.77M ﹤0.01%
41,099
-539
1123
$2.77M ﹤0.01%
63,808
+17
1124
$2.77M ﹤0.01%
23,119
+12,340
1125
$2.75M ﹤0.01%
20,666
+4,407
43 44
45
46 47