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
1626
$933K ﹤0.01%
15,371
+13
1627
$930K ﹤0.01%
14,956
-41
1628
$930K ﹤0.01%
37,083
-857
1629
$928K ﹤0.01%
7,617
+3,364
1630
$924K ﹤0.01%
26,883
-942
1631
$924K ﹤0.01%
80,736
-1,889
1632
$920K ﹤0.01%
14,791
-68
1633
$919K ﹤0.01%
19,306
-9,640
1634
$918K ﹤0.01%
10,899
+7,263
1635
$918K ﹤0.01%
55,272
-37,818
1636
$917K ﹤0.01%
8,443
+1,210
1637
$911K ﹤0.01%
42,346
-1,261
1638
$910K ﹤0.01%
3,592
-9,487
1639
$908K ﹤0.01%
11,653
+17
1640
$908K ﹤0.01%
17,928
+65
1641
$907K ﹤0.01%
27,327
+1,315
1642
$906K ﹤0.01%
22,210
+1,885
1643
$905K ﹤0.01%
13,358
-723
1644
$903K ﹤0.01%
35,210
-43,820
1645
$901K ﹤0.01%
+23,313
1646
$900K ﹤0.01%
18,232
-10,194
1647
$899K ﹤0.01%
94,053
+835
1648
$891K ﹤0.01%
5,751
+1,593
1649
$891K ﹤0.01%
24,951
+161
1650
$884K ﹤0.01%
15,016
+4,798
64 65
66
67 68