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
1501
$1.22M ﹤0.01%
4,534
-766
1502
$1.21M ﹤0.01%
22,550
-417
1503
$1.21M ﹤0.01%
32,729
+18,949
1504
$1.2M ﹤0.01%
74,380
-28,441
1505
$1.19M ﹤0.01%
13,380
-714
1506
$1.19M ﹤0.01%
11,657
+3,334
1507
$1.18M ﹤0.01%
36,595
+1,525
1508
$1.18M ﹤0.01%
15,273
-4,198
1509
$1.18M ﹤0.01%
202,636
+73,158
1510
$1.17M ﹤0.01%
3,804
+1,798
1511
$1.17M ﹤0.01%
31,745
+1,320
1512
$1.17M ﹤0.01%
30,844
-3,583
1513
$1.17M ﹤0.01%
71,309
-141
1514
$1.17M ﹤0.01%
62,859
+20,355
1515
$1.16M ﹤0.01%
13,657
+1,277
1516
$1.16M ﹤0.01%
54,283
+632
1517
$1.16M ﹤0.01%
13,931
-2,538
1518
$1.16M ﹤0.01%
50,423
+7,021
1519
$1.16M ﹤0.01%
4,405
-44
1520
$1.16M ﹤0.01%
48,877
-4,745
1521
$1.16M ﹤0.01%
21,445
+14,927
1522
$1.16M ﹤0.01%
47,998
+1,721
1523
$1.15M ﹤0.01%
20,429
-35,486
1524
$1.15M ﹤0.01%
15,180
+589
1525
$1.15M ﹤0.01%
19,192
+5,965
59 60
61
62 63