Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
151
$88.7M 0.13%
791,850
+55,297
152
$88.2M 0.13%
800,095
-41,679
153
$87.3M 0.13%
377,929
+20,601
154
$87.3M 0.13%
238,144
-9,948
155
$86.6M 0.13%
420,892
-58,498
156
$86.6M 0.13%
306,485
-7,292
157
$86M 0.13%
2,468,838
+365,202
158
$84M 0.13%
1,444,600
+40,000
159
$84M 0.13%
963,282
-29,343
160
$83M 0.13%
706,972
+27,898
161
$82.9M 0.13%
1,297,631
-560,039
162
$82.2M 0.12%
850,053
-39,604
163
$81.6M 0.12%
1,581,725
-202,587
164
$81M 0.12%
393,004
-81,780
165
$80.9M 0.12%
1,393,640
+84,242
166
$80.8M 0.12%
154,143
+202
167
$80.6M 0.12%
605,839
-39,619
168
$80.4M 0.12%
1,022,649
-57
169
$79.6M 0.12%
318,542
-212,347
170
$79.6M 0.12%
619,688
+22,629
171
$79.1M 0.12%
1,023,439
+532,845
172
$78.2M 0.12%
970,892
-266,784
173
$77.6M 0.12%
1,029,047
+74,443
174
$76.2M 0.12%
536,352
+82,552
175
$76.1M 0.12%
407,311
+21,247
5 6
7
8 9