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
1251
$2.08M ﹤0.01%
57,653
-1,095
1252
$2.08M ﹤0.01%
27,803
+16,067
1253
$2.08M ﹤0.01%
30,650
+1,311
1254
$2.08M ﹤0.01%
90,895
+5,004
1255
$2.07M ﹤0.01%
42,991
+2,741
1256
$2.07M ﹤0.01%
+207,775
1257
$2.05M ﹤0.01%
55,628
+209
1258
$2.04M ﹤0.01%
20,323
+416
1259
$2.04M ﹤0.01%
66,409
-32,421
1260
$2.04M ﹤0.01%
6,609
+158
1261
$2.04M ﹤0.01%
170,854
+97,125
1262
$2.02M ﹤0.01%
17,880
+15,385
1263
$2.02M ﹤0.01%
51,690
-8,670
1264
$2.01M ﹤0.01%
70,412
-102,716
1265
$2.01M ﹤0.01%
18,801
-5,987
1266
$1.99M ﹤0.01%
50,220
-37,051
1267
$1.98M ﹤0.01%
15,475
-24,843
1268
$1.98M ﹤0.01%
74,134
-2
1269
$1.97M ﹤0.01%
46,935
+21,557
1270
$1.96M ﹤0.01%
83,722
-681
1271
$1.96M ﹤0.01%
37,977
+19,821
1272
$1.95M ﹤0.01%
48,383
-1,071
1273
$1.95M ﹤0.01%
61,418
-10,091
1274
$1.94M ﹤0.01%
72,747
+5,011
1275
$1.94M ﹤0.01%
51,557
-20,681
49 50
51
52 53