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
1201
$2.33M ﹤0.01%
19,350
+1,751
1202
$2.32M ﹤0.01%
104,164
-2,198
1203
$2.32M ﹤0.01%
21,827
-1,974
1204
$2.32M ﹤0.01%
38,031
-2,031
1205
$2.31M ﹤0.01%
45,507
-1,373,356
1206
$2.31M ﹤0.01%
82,420
+3,208
1207
$2.29M ﹤0.01%
68,432
-116
1208
$2.28M ﹤0.01%
80,217
-6,730
1209
$2.28M ﹤0.01%
36,251
+19
1210
$2.28M ﹤0.01%
29,894
-6,038
1211
$2.28M ﹤0.01%
52,563
-2,769
1212
$2.27M ﹤0.01%
39,418
+2,311
1213
$2.26M ﹤0.01%
6,774
-192
1214
$2.26M ﹤0.01%
157,992
-126
1215
$2.26M ﹤0.01%
49,315
-4,860
1216
$2.26M ﹤0.01%
80,446
+601
1217
$2.25M ﹤0.01%
69,357
-31,863
1218
$2.25M ﹤0.01%
103,827
-976
1219
$2.25M ﹤0.01%
42,131
-3,147
1220
$2.24M ﹤0.01%
41,520
-14,636
1221
$2.23M ﹤0.01%
15,897
+1,804
1222
$2.22M ﹤0.01%
249,475
+51,007
1223
$2.22M ﹤0.01%
17,330
-437
1224
$2.21M ﹤0.01%
24,384
+7,985
1225
$2.21M ﹤0.01%
27,921
-589
47 48
49
50 51