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
1601
$996K ﹤0.01%
6,780
-45
1602
$996K ﹤0.01%
9,472
+653
1603
$988K ﹤0.01%
42,609
+4,053
1604
$985K ﹤0.01%
51,086
+2,097
1605
$984K ﹤0.01%
18,434
-70,022
1606
$982K ﹤0.01%
6,595
-112
1607
$979K ﹤0.01%
73,265
-1,162
1608
$975K ﹤0.01%
8,839
-277
1609
$973K ﹤0.01%
49,407
-3,694
1610
$970K ﹤0.01%
38,409
-505
1611
$966K ﹤0.01%
5,110
-353
1612
$964K ﹤0.01%
21,799
-2,737
1613
$958K ﹤0.01%
40,401
+625
1614
$957K ﹤0.01%
26,415
+2,161
1615
$955K ﹤0.01%
50,713
-373
1616
$951K ﹤0.01%
51,977
+38,629
1617
$949K ﹤0.01%
8,133
+918
1618
$948K ﹤0.01%
5,593
+318
1619
$946K ﹤0.01%
7,645
+749
1620
$943K ﹤0.01%
61,332
+261
1621
$941K ﹤0.01%
47,683
+2,765
1622
$941K ﹤0.01%
7,709
+999
1623
$940K ﹤0.01%
17,882
+351
1624
$937K ﹤0.01%
75,487
1625
$935K ﹤0.01%
57,223
-3,004
63 64
65
66 67