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
1676
$830K ﹤0.01%
29,681
-14,054
1677
$827K ﹤0.01%
53,877
+33,234
1678
$825K ﹤0.01%
18,062
-2,666
1679
$824K ﹤0.01%
9,255
-185,241
1680
$823K ﹤0.01%
18,823
+1,765
1681
$823K ﹤0.01%
+12,261
1682
$822K ﹤0.01%
19,722
+4,376
1683
$822K ﹤0.01%
18,232
-136
1684
$821K ﹤0.01%
134,656
+6,985
1685
$821K ﹤0.01%
22,888
+11,044
1686
$821K ﹤0.01%
316,933
+57,206
1687
$821K ﹤0.01%
15,216
+74
1688
$820K ﹤0.01%
152,691
+792
1689
$820K ﹤0.01%
7,988
+2,548
1690
$819K ﹤0.01%
34,125
+277
1691
$817K ﹤0.01%
8,465
+161
1692
$817K ﹤0.01%
6,359
-4,547
1693
$815K ﹤0.01%
2,462
1694
$811K ﹤0.01%
6,532
-17,535
1695
$808K ﹤0.01%
62,806
+100
1696
$807K ﹤0.01%
55,869
+1,000
1697
$806K ﹤0.01%
50,468
-33,875
1698
$805K ﹤0.01%
10,255
-6
1699
$804K ﹤0.01%
17,295
-1,046
1700
$804K ﹤0.01%
21,696
+2,832
66 67
68
69 70