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
1326
$1.75M ﹤0.01%
45,348
-909
1327
$1.75M ﹤0.01%
49,055
+29,304
1328
$1.75M ﹤0.01%
38,212
-2,133
1329
$1.75M ﹤0.01%
55,315
-3,330
1330
$1.74M ﹤0.01%
22,908
+4,739
1331
$1.74M ﹤0.01%
11,235
-13,232
1332
$1.74M ﹤0.01%
51,922
-3,804
1333
$1.73M ﹤0.01%
48,428
+19,079
1334
$1.73M ﹤0.01%
43,694
+3,726
1335
$1.73M ﹤0.01%
62,795
+31,578
1336
$1.72M ﹤0.01%
17,506
-214
1337
$1.72M ﹤0.01%
16,629
-193
1338
$1.71M ﹤0.01%
60,190
+2,195
1339
$1.71M ﹤0.01%
32,322
+5,947
1340
$1.71M ﹤0.01%
47,218
+7,517
1341
$1.71M ﹤0.01%
14,213
-512
1342
$1.7M ﹤0.01%
11,789
-541
1343
$1.69M ﹤0.01%
21,219
+489
1344
$1.69M ﹤0.01%
3,824
-1,882
1345
$1.68M ﹤0.01%
21,083
-3
1346
$1.68M ﹤0.01%
35,685
-4,011
1347
$1.67M ﹤0.01%
14,428
-1,798
1348
$1.67M ﹤0.01%
32,382
-51
1349
$1.66M ﹤0.01%
54,215
+15,153
1350
$1.66M ﹤0.01%
80,096
+20,713
52 53
54
55 56