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
1301
$1.87M ﹤0.01%
48,982
-16,011
1302
$1.87M ﹤0.01%
37,156
1303
$1.87M ﹤0.01%
8,252
+712
1304
$1.87M ﹤0.01%
7,374
-10,687
1305
$1.87M ﹤0.01%
87,365
+2,698
1306
$1.86M ﹤0.01%
1,527
+466
1307
$1.86M ﹤0.01%
9,652
-10,528
1308
$1.85M ﹤0.01%
17,382
-2,332
1309
$1.85M ﹤0.01%
4,347
+335
1310
$1.85M ﹤0.01%
92,478
+6,773
1311
$1.84M ﹤0.01%
36,775
+8,074
1312
$1.84M ﹤0.01%
91,650
+7,780
1313
$1.83M ﹤0.01%
46,713
+36,486
1314
$1.83M ﹤0.01%
16,225
+415
1315
$1.81M ﹤0.01%
11,797
+112
1316
$1.81M ﹤0.01%
30,330
-209
1317
$1.8M ﹤0.01%
33,965
-28,735
1318
$1.79M ﹤0.01%
6,495
-2,381
1319
$1.79M ﹤0.01%
59,378
+895
1320
$1.79M ﹤0.01%
18,283
+1,016
1321
$1.78M ﹤0.01%
21,408
+651
1322
$1.78M ﹤0.01%
145,098
+2,696
1323
$1.77M ﹤0.01%
40,598
+2,141
1324
$1.76M ﹤0.01%
47,528
-107,689
1325
$1.75M ﹤0.01%
78,480
-89
51 52
53
54 55