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
1451
$1.34M ﹤0.01%
10,328
-67
1452
$1.34M ﹤0.01%
20,115
+69
1453
$1.33M ﹤0.01%
26,177
-13,019
1454
$1.33M ﹤0.01%
19,369
-1,971
1455
$1.33M ﹤0.01%
26,814
+342
1456
$1.33M ﹤0.01%
5,471
+693
1457
$1.32M ﹤0.01%
4,542
-1,088
1458
$1.32M ﹤0.01%
55,757
-437,133
1459
$1.32M ﹤0.01%
37,574
+6,436
1460
$1.32M ﹤0.01%
35,341
-526
1461
$1.32M ﹤0.01%
4,216
+225
1462
$1.32M ﹤0.01%
31,301
-57,948
1463
$1.32M ﹤0.01%
11,687
-3,345
1464
$1.32M ﹤0.01%
11,441
+2,900
1465
$1.32M ﹤0.01%
23,679
+79
1466
$1.31M ﹤0.01%
15,984
-3,804
1467
$1.31M ﹤0.01%
3,798
-707
1468
$1.31M ﹤0.01%
11,646
+244
1469
$1.3M ﹤0.01%
22,164
+5,612
1470
$1.3M ﹤0.01%
52,208
+16,810
1471
$1.3M ﹤0.01%
23,151
-46,344
1472
$1.3M ﹤0.01%
21,695
-11,109
1473
$1.3M ﹤0.01%
291,060
1474
$1.29M ﹤0.01%
39,625
-34,940
1475
$1.29M ﹤0.01%
25,859
-4,204
57 58
59
60 61