Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
126
$111M 0.17%
486,733
-86,121
127
$111M 0.17%
999,904
-512,425
128
$109M 0.17%
1,016,771
-89,462
129
$106M 0.16%
29,310
+338
130
$106M 0.16%
209,859
+14,116
131
$105M 0.16%
550,474
+12,189
132
$103M 0.16%
2,461,177
+43,208
133
$103M 0.16%
343,850
-8,375
134
$103M 0.16%
603,760
+442,251
135
$101M 0.15%
576,285
+59,628
136
$101M 0.15%
892,352
-20,675
137
$101M 0.15%
155,627
-11,086
138
$99.3M 0.15%
1,175,802
+127,194
139
$98.8M 0.15%
3,561,997
+258,510
140
$98.4M 0.15%
377,340
-18,757
141
$98.4M 0.15%
861,844
-49,494
142
$96.8M 0.15%
1,679,202
+381,504
143
$96.3M 0.15%
1,256,309
-63,822
144
$95.6M 0.14%
307,043
+27,263
145
$93.7M 0.14%
234,820
+8,183
146
$93.3M 0.14%
223,111
-2,245
147
$93M 0.14%
569,512
+11,905
148
$92M 0.14%
5,229,467
+2,097,870
149
$89.9M 0.14%
1,657,163
+76,960
150
$88.8M 0.13%
152,842
-4,472
4 5
6
7 8