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
1576
$1.05M ﹤0.01%
12,182
-1,348
1577
$1.04M ﹤0.01%
46,908
+3,449
1578
$1.04M ﹤0.01%
153,538
+379
1579
$1.04M ﹤0.01%
20,743
-9,599
1580
$1.04M ﹤0.01%
13,841
-2,981
1581
$1.04M ﹤0.01%
33,813
-1,866
1582
$1.03M ﹤0.01%
31,206
+20,359
1583
$1.03M ﹤0.01%
36,593
-1,735
1584
$1.03M ﹤0.01%
11,039
+361
1585
$1.02M ﹤0.01%
96,989
+130
1586
$1.02M ﹤0.01%
22,463
-6,992
1587
$1.02M ﹤0.01%
25,419
-425
1588
$1.02M ﹤0.01%
16,350
+573
1589
$1.02M ﹤0.01%
28,556
-2,528
1590
$1.01M ﹤0.01%
6,280
-3,042
1591
$1M ﹤0.01%
18,700
-797
1592
$1M ﹤0.01%
13,508
-37,162
1593
$1M ﹤0.01%
8,653
-1,869
1594
$1M ﹤0.01%
41,249
-1,750
1595
$1M ﹤0.01%
24,767
-16
1596
$1M ﹤0.01%
50,000
+23,302
1597
$1M ﹤0.01%
5,930
+1,110
1598
$998K ﹤0.01%
20,808
+7,545
1599
$997K ﹤0.01%
68,540
+24,082
1600
$996K ﹤0.01%
26,724
-15,159
62 63
64
65 66