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
1401
$1.51M ﹤0.01%
107,148
+2,036
1402
$1.51M ﹤0.01%
16,182
+652
1403
$1.51M ﹤0.01%
15,773
-82
1404
$1.51M ﹤0.01%
42,581
+25,334
1405
$1.51M ﹤0.01%
1,961
+707
1406
$1.49M ﹤0.01%
36,838
-13,825
1407
$1.49M ﹤0.01%
12,880
-28,548
1408
$1.49M ﹤0.01%
3,794
+129
1409
$1.49M ﹤0.01%
22,816
-1,193
1410
$1.49M ﹤0.01%
35,007
+37
1411
$1.49M ﹤0.01%
20,397
-1,749
1412
$1.49M ﹤0.01%
6,319
-741
1413
$1.48M ﹤0.01%
93,856
-17,377
1414
$1.48M ﹤0.01%
47,640
-17,492
1415
$1.47M ﹤0.01%
30,093
-26
1416
$1.47M ﹤0.01%
11,978
-2,842
1417
$1.47M ﹤0.01%
14,391
+6,747
1418
$1.47M ﹤0.01%
33,006
+770
1419
$1.46M ﹤0.01%
+98,929
1420
$1.45M ﹤0.01%
153,954
+8,982
1421
$1.45M ﹤0.01%
10,590
+1,039
1422
$1.44M ﹤0.01%
7,919
-97
1423
$1.43M ﹤0.01%
30,844
+4,284
1424
$1.43M ﹤0.01%
93,870
+1,151
1425
$1.43M ﹤0.01%
21,394
-12,938
55 56
57
58 59