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
1376
$1.59M ﹤0.01%
9,251
-6,158
1377
$1.59M ﹤0.01%
48,600
+15,739
1378
$1.59M ﹤0.01%
32,722
+7,190
1379
$1.58M ﹤0.01%
56,273
+3,020
1380
$1.58M ﹤0.01%
76,555
+1,106
1381
$1.58M ﹤0.01%
19,133
-7,515
1382
$1.57M ﹤0.01%
194
-7
1383
$1.57M ﹤0.01%
15,346
-748
1384
$1.56M ﹤0.01%
+77,737
1385
$1.56M ﹤0.01%
14,780
-1,485
1386
$1.56M ﹤0.01%
7,640
-293
1387
$1.56M ﹤0.01%
78,105
+20,437
1388
$1.56M ﹤0.01%
47,253
-203
1389
$1.56M ﹤0.01%
13,018
+12
1390
$1.55M ﹤0.01%
76,366
-7,951
1391
$1.55M ﹤0.01%
2,682
-957
1392
$1.55M ﹤0.01%
+33,223
1393
$1.54M ﹤0.01%
8,186
+120
1394
$1.54M ﹤0.01%
188,537
-2,770
1395
$1.54M ﹤0.01%
21,839
+895
1396
$1.53M ﹤0.01%
19,191
+2,618
1397
$1.52M ﹤0.01%
125,877
1398
$1.52M ﹤0.01%
16,462
+2,768
1399
$1.52M ﹤0.01%
29,372
+3,847
1400
$1.51M ﹤0.01%
30,012
+3,469
54 55
56
57 58