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
1126
$2.74M ﹤0.01%
80,397
+31,918
1127
$2.74M ﹤0.01%
121,973
-337,139
1128
$2.73M ﹤0.01%
38,324
-6,401
1129
$2.73M ﹤0.01%
312,536
-56,586
1130
$2.73M ﹤0.01%
48,185
+578
1131
$2.73M ﹤0.01%
35,469
-358
1132
$2.72M ﹤0.01%
83,001
-2,225
1133
$2.72M ﹤0.01%
37,395
+25,731
1134
$2.71M ﹤0.01%
88,475
+6,522
1135
$2.71M ﹤0.01%
23,469
+129
1136
$2.71M ﹤0.01%
65,678
+111
1137
$2.71M ﹤0.01%
55,610
+1,307
1138
$2.71M ﹤0.01%
27,960
-428
1139
$2.7M ﹤0.01%
35,276
-113,360
1140
$2.7M ﹤0.01%
42,664
-841
1141
$2.69M ﹤0.01%
47,574
+4,177
1142
$2.68M ﹤0.01%
62,229
+2,093
1143
$2.68M ﹤0.01%
41,679
+2,795
1144
$2.67M ﹤0.01%
31,697
+10,708
1145
$2.67M ﹤0.01%
+132,531
1146
$2.67M ﹤0.01%
71,349
+1,857
1147
$2.67M ﹤0.01%
127,312
-30,290
1148
$2.64M ﹤0.01%
20,958
-511
1149
$2.63M ﹤0.01%
11,784
+82
1150
$2.62M ﹤0.01%
78,052
+4,731
44 45
46
47 48