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
1276
$1.94M ﹤0.01%
18,443
-6,084
1277
$1.93M ﹤0.01%
88,234
+42,002
1278
$1.93M ﹤0.01%
64,654
+8,082
1279
$1.92M ﹤0.01%
31,422
-640
1280
$1.92M ﹤0.01%
44,939
-4,994
1281
$1.92M ﹤0.01%
21,970
-3,644
1282
$1.92M ﹤0.01%
98,310
-6,578
1283
$1.91M ﹤0.01%
45,720
+37,606
1284
$1.91M ﹤0.01%
136,773
-24,252
1285
$1.91M ﹤0.01%
+33,496
1286
$1.91M ﹤0.01%
31,303
-201
1287
$1.91M ﹤0.01%
3,009
-197
1288
$1.9M ﹤0.01%
37,968
+21,387
1289
$1.9M ﹤0.01%
29,482
+128
1290
$1.9M ﹤0.01%
91,649
+3,988
1291
$1.89M ﹤0.01%
39,781
-9,170
1292
$1.89M ﹤0.01%
76,688
-10,490
1293
$1.89M ﹤0.01%
16,327
+685
1294
$1.88M ﹤0.01%
54,951
-8,283
1295
$1.88M ﹤0.01%
47,295
-33,607
1296
$1.88M ﹤0.01%
90,338
+1,511
1297
$1.87M ﹤0.01%
134,886
-72,933
1298
$1.87M ﹤0.01%
23,683
-2,144
1299
$1.87M ﹤0.01%
64,155
+4,012
1300
$1.87M ﹤0.01%
15,192
-3,250
50 51
52
53 54