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
1651
$880K ﹤0.01%
16,315
-1,850
1652
$877K ﹤0.01%
38,130
+19,697
1653
$873K ﹤0.01%
38,206
+301
1654
$872K ﹤0.01%
19,622
+7,041
1655
$870K ﹤0.01%
34,280
+2,529
1656
$867K ﹤0.01%
6,971
+479
1657
$865K ﹤0.01%
54,445
+53
1658
$863K ﹤0.01%
49,125
+129
1659
$860K ﹤0.01%
56,453
-847
1660
$859K ﹤0.01%
13,763
+6,611
1661
$858K ﹤0.01%
15,749
-1,437
1662
$856K ﹤0.01%
18,172
-996
1663
$856K ﹤0.01%
22,518
+263
1664
$855K ﹤0.01%
35,249
+1,928
1665
$855K ﹤0.01%
33,052
-6,384
1666
$851K ﹤0.01%
20,058
+6,142
1667
$848K ﹤0.01%
26,795
-3,059
1668
$847K ﹤0.01%
10,821
-17,615
1669
$843K ﹤0.01%
25,998
+253
1670
$836K ﹤0.01%
6,132
+65
1671
$834K ﹤0.01%
336,109
-13,082
1672
$833K ﹤0.01%
4,248
-2,997
1673
$832K ﹤0.01%
22,116
1674
$832K ﹤0.01%
70,648
+15,103
1675
$830K ﹤0.01%
25,377
-457
65 66
67
68 69