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
1551
$1.09M ﹤0.01%
17,437
-6,148
1552
$1.09M ﹤0.01%
37,759
+2,042
1553
$1.09M ﹤0.01%
59,376
-510
1554
$1.09M ﹤0.01%
7,905
+3,814
1555
$1.09M ﹤0.01%
48,480
+5,073
1556
$1.09M ﹤0.01%
35,865
-1,905
1557
$1.08M ﹤0.01%
16,041
-11,181
1558
$1.08M ﹤0.01%
+4,798
1559
$1.08M ﹤0.01%
+11,091
1560
$1.08M ﹤0.01%
25,228
-20,389
1561
$1.08M ﹤0.01%
98,431
+31,034
1562
$1.07M ﹤0.01%
11,494
-18,159
1563
$1.07M ﹤0.01%
9,508
+1,410
1564
$1.07M ﹤0.01%
39,919
-701
1565
$1.07M ﹤0.01%
26,998
-36,322
1566
$1.06M ﹤0.01%
65,230
-75,380
1567
$1.06M ﹤0.01%
125,052
+14,262
1568
$1.06M ﹤0.01%
44,083
-750
1569
$1.06M ﹤0.01%
9,058
+2,202
1570
$1.06M ﹤0.01%
19,567
+44
1571
$1.06M ﹤0.01%
32,756
-1,873
1572
$1.06M ﹤0.01%
19,771
-5,224
1573
$1.05M ﹤0.01%
12,199
+110
1574
$1.05M ﹤0.01%
17,168
+1,305
1575
$1.05M ﹤0.01%
29,244
-169,425
61 62
63
64 65