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
1526
$1.15M ﹤0.01%
112,183
+499
1527
$1.15M ﹤0.01%
20,850
+619
1528
$1.14M ﹤0.01%
95,343
-266
1529
$1.13M ﹤0.01%
24,999
+1,793
1530
$1.13M ﹤0.01%
49,039
-16,939
1531
$1.13M ﹤0.01%
4,323
+506
1532
$1.13M ﹤0.01%
38,117
+1,828
1533
$1.12M ﹤0.01%
70,174
-80,895
1534
$1.12M ﹤0.01%
17,031
-1,557
1535
$1.12M ﹤0.01%
28,655
+2,829
1536
$1.12M ﹤0.01%
27,234
-67
1537
$1.11M ﹤0.01%
22,052
-16
1538
$1.11M ﹤0.01%
26,428
+11,272
1539
$1.11M ﹤0.01%
19,043
-1,127
1540
$1.11M ﹤0.01%
61,884
-6
1541
$1.11M ﹤0.01%
200,641
+7,581
1542
$1.1M ﹤0.01%
30,519
+637
1543
$1.1M ﹤0.01%
+28,109
1544
$1.1M ﹤0.01%
33,035
-166
1545
$1.1M ﹤0.01%
16,654
+120
1546
$1.1M ﹤0.01%
12,760
-1,051
1547
$1.1M ﹤0.01%
61,240
+49
1548
$1.1M ﹤0.01%
56,445
-401
1549
$1.09M ﹤0.01%
149,743
+14,475
1550
$1.09M ﹤0.01%
6,233
-130
60 61
62
63 64