Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
101
$141M 0.21%
3,115,054
-401,119
102
$139M 0.21%
3,883,071
+38,635
103
$135M 0.2%
280,317
-2,318
104
$134M 0.2%
688,630
+33,047
105
$134M 0.2%
476,265
-12,644
106
$131M 0.2%
640,315
-33,415
107
$131M 0.2%
519,402
-10,312
108
$131M 0.2%
2,625,928
-234,684
109
$131M 0.2%
1,523,815
+532,163
110
$130M 0.2%
331,696
+10,474
111
$128M 0.19%
2,555,551
-674,016
112
$128M 0.19%
976,684
-81,446
113
$127M 0.19%
1,711,825
-3,567
114
$127M 0.19%
506,637
-48,354
115
$126M 0.19%
3,326,168
-137,417
116
$123M 0.19%
407,354
+1,791
117
$122M 0.18%
1,008,001
-11,923
118
$121M 0.18%
363,425
-69,989
119
$121M 0.18%
265,037
+7,684
120
$119M 0.18%
2,329,925
-136,953
121
$117M 0.18%
406,292
-67,842
122
$115M 0.17%
1,758,149
-95,698
123
$115M 0.17%
4,292,793
+146,607
124
$115M 0.17%
443,809
+10,999
125
$112M 0.17%
839,387
-55,514
3 4
5
6 7