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
1351
$1.66M ﹤0.01%
9,689
+1,976
1352
$1.66M ﹤0.01%
108,085
+77,205
1353
$1.66M ﹤0.01%
49,593
-900
1354
$1.66M ﹤0.01%
35,325
+1,578
1355
$1.65M ﹤0.01%
11,388
+541
1356
$1.65M ﹤0.01%
19,000
-501
1357
$1.64M ﹤0.01%
+244,790
1358
$1.64M ﹤0.01%
116,661
+101,279
1359
$1.64M ﹤0.01%
31,490
-5,452
1360
$1.64M ﹤0.01%
49,638
+3,041
1361
$1.64M ﹤0.01%
83,917
+50,019
1362
$1.63M ﹤0.01%
27,304
+467
1363
$1.63M ﹤0.01%
33,329
+363
1364
$1.63M ﹤0.01%
366,884
-11,169
1365
$1.62M ﹤0.01%
10,622
-639
1366
$1.62M ﹤0.01%
13,147
-3,597
1367
$1.62M ﹤0.01%
+24,600
1368
$1.61M ﹤0.01%
37,705
-1,624
1369
$1.61M ﹤0.01%
18,822
+8,365
1370
$1.61M ﹤0.01%
44,939
-2,283
1371
$1.6M ﹤0.01%
16,988
-9,035
1372
$1.6M ﹤0.01%
23,136
-1,012
1373
$1.6M ﹤0.01%
92,482
-2,610,886
1374
$1.6M ﹤0.01%
8,298
-1,091
1375
$1.6M ﹤0.01%
49,635
+37,824
53 54
55
56 57