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
1701
$803K ﹤0.01%
15,055
-81
1702
$803K ﹤0.01%
18,575
-23
1703
$801K ﹤0.01%
69,812
-12,311
1704
$799K ﹤0.01%
13,194
-1,453
1705
$797K ﹤0.01%
23,245
+396
1706
$797K ﹤0.01%
43,119
-20,807
1707
$790K ﹤0.01%
12,925
+2,575
1708
$788K ﹤0.01%
12,479
+325
1709
$785K ﹤0.01%
11,079
+340
1710
$785K ﹤0.01%
22,087
-1,409
1711
$783K ﹤0.01%
14,579
-204
1712
$783K ﹤0.01%
12,122
-915
1713
$781K ﹤0.01%
32,373
+6,954
1714
$780K ﹤0.01%
46,531
+1,737
1715
$778K ﹤0.01%
24,553
+1,860
1716
$777K ﹤0.01%
38,213
-6,520
1717
$774K ﹤0.01%
3,681
-354
1718
$772K ﹤0.01%
10,784
+2,324
1719
$770K ﹤0.01%
89,762
-9,074
1720
$770K ﹤0.01%
33,867
-20,814
1721
$770K ﹤0.01%
20,933
-951
1722
$765K ﹤0.01%
25,315
-494
1723
$765K ﹤0.01%
24,509
+1,052
1724
$762K ﹤0.01%
41,448
-6,083
1725
$761K ﹤0.01%
40,628
-3,397
67 68
69
70 71