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
1176
$2.44M ﹤0.01%
25,484
+19,931
1177
$2.44M ﹤0.01%
107,577
-5,414
1178
$2.43M ﹤0.01%
84,524
-1,272
1179
$2.42M ﹤0.01%
25,833
-405
1180
$2.41M ﹤0.01%
25,945
-859
1181
$2.41M ﹤0.01%
15,456
-6,210
1182
$2.41M ﹤0.01%
198,188
-5,730
1183
$2.41M ﹤0.01%
40,416
-4,651
1184
$2.4M ﹤0.01%
334,445
+19,435
1185
$2.4M ﹤0.01%
5,729
-1,982
1186
$2.38M ﹤0.01%
65,175
+2,284
1187
$2.38M ﹤0.01%
116,998
+4,651
1188
$2.37M ﹤0.01%
62,188
-24,972
1189
$2.37M ﹤0.01%
19,185
-1,178
1190
$2.37M ﹤0.01%
306,067
1191
$2.37M ﹤0.01%
95,546
-2,060
1192
$2.37M ﹤0.01%
9,935
-942
1193
$2.36M ﹤0.01%
11,721
-275
1194
$2.36M ﹤0.01%
41,153
+9,806
1195
$2.35M ﹤0.01%
91,895
+2,513
1196
$2.34M ﹤0.01%
24,409
+1,261
1197
$2.34M ﹤0.01%
59,739
+27,794
1198
$2.34M ﹤0.01%
140,772
+32,315
1199
$2.33M ﹤0.01%
40,666
-23,938
1200
$2.33M ﹤0.01%
89,088
-7,122
46 47
48
49 50