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
1226
$2.21M ﹤0.01%
48,552
-20,767
1227
$2.2M ﹤0.01%
10,042
-251
1228
$2.2M ﹤0.01%
31,507
-13,097
1229
$2.18M ﹤0.01%
35,101
-5,524
1230
$2.17M ﹤0.01%
25,575
+3,348
1231
$2.16M ﹤0.01%
12,834
+3,730
1232
$2.16M ﹤0.01%
55,068
+1,893
1233
$2.15M ﹤0.01%
111,337
-2,950
1234
$2.15M ﹤0.01%
74,798
+3,161
1235
$2.15M ﹤0.01%
50,282
-2,472
1236
$2.15M ﹤0.01%
67,494
-13,167
1237
$2.14M ﹤0.01%
9,334
-1,474
1238
$2.14M ﹤0.01%
43,706
-3,314
1239
$2.14M ﹤0.01%
28,400
-9,133
1240
$2.14M ﹤0.01%
39,248
+503
1241
$2.14M ﹤0.01%
119,246
-130,965
1242
$2.14M ﹤0.01%
161,312
+23,933
1243
$2.13M ﹤0.01%
8,469
-1,587
1244
$2.13M ﹤0.01%
62,311
+8,294
1245
$2.13M ﹤0.01%
94,752
+34,071
1246
$2.12M ﹤0.01%
16,368
+544
1247
$2.11M ﹤0.01%
13,825
-963
1248
$2.1M ﹤0.01%
22,548
-10,461
1249
$2.1M ﹤0.01%
7,228
-585
1250
$2.08M ﹤0.01%
12,128
-184
48 49
50
51 52