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
1426
$1.43M ﹤0.01%
7,687
-329
1427
$1.42M ﹤0.01%
11,584
+332
1428
$1.42M ﹤0.01%
5,342
-11,274
1429
$1.41M ﹤0.01%
31,451
-3,996
1430
$1.41M ﹤0.01%
12,432
-1,643
1431
$1.4M ﹤0.01%
42,475
-400
1432
$1.4M ﹤0.01%
42,517
-4,761
1433
$1.4M ﹤0.01%
12,538
-1,778
1434
$1.39M ﹤0.01%
63,688
-738
1435
$1.39M ﹤0.01%
20,525
-6,475
1436
$1.39M ﹤0.01%
41,382
+7
1437
$1.39M ﹤0.01%
76,026
+12,499
1438
$1.39M ﹤0.01%
47,769
-1,587
1439
$1.38M ﹤0.01%
23,133
-20
1440
$1.38M ﹤0.01%
34,999
+43
1441
$1.38M ﹤0.01%
26,045
+252
1442
$1.38M ﹤0.01%
37,466
+5,337
1443
$1.37M ﹤0.01%
27,258
+21,843
1444
$1.37M ﹤0.01%
+47,882
1445
$1.37M ﹤0.01%
98,531
-140,641
1446
$1.36M ﹤0.01%
36,940
-27,240
1447
$1.36M ﹤0.01%
71,034
+10,673
1448
$1.36M ﹤0.01%
39,536
-5,383
1449
$1.36M ﹤0.01%
57,162
+48,069
1450
$1.34M ﹤0.01%
69,555
+6,091
56 57
58
59 60