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
1151
$2.62M ﹤0.01%
31,583
+4,807
1152
$2.6M ﹤0.01%
25,807
-6,366
1153
$2.59M ﹤0.01%
13,453
-2,759
1154
$2.59M ﹤0.01%
+87,253
1155
$2.58M ﹤0.01%
48,781
-8,271
1156
$2.58M ﹤0.01%
42,676
+27,830
1157
$2.57M ﹤0.01%
27,475
-10,826
1158
$2.57M ﹤0.01%
24,915
+3,670
1159
$2.55M ﹤0.01%
24,874
-38,492
1160
$2.54M ﹤0.01%
143,424
-125
1161
$2.52M ﹤0.01%
28,299
+9,686
1162
$2.52M ﹤0.01%
13,631
-4,455
1163
$2.52M ﹤0.01%
41,704
-4,132
1164
$2.51M ﹤0.01%
5,938
-590
1165
$2.5M ﹤0.01%
+130,303
1166
$2.49M ﹤0.01%
25,446
+8,910
1167
$2.49M ﹤0.01%
40,964
-7,339
1168
$2.48M ﹤0.01%
66,259
-1,636
1169
$2.48M ﹤0.01%
32,805
-205
1170
$2.47M ﹤0.01%
63,968
-488
1171
$2.46M ﹤0.01%
20,139
+3,239
1172
$2.45M ﹤0.01%
30,203
+777
1173
$2.45M ﹤0.01%
33,411
+1,457
1174
$2.45M ﹤0.01%
41,039
+3,805
1175
$2.44M ﹤0.01%
17,589
+245
45 46
47
48 49