Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$206M
2
+$157M
3
+$157M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$76M
5
VLO icon
Valero Energy
VLO
+$63.4M

Top Sells

1
+$170M
2
+$152M
3
+$133M
4
BLK icon
Blackrock
BLK
+$98.9M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$95.7M

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
1726
$759K ﹤0.01%
202,881
1727
$759K ﹤0.01%
17,690
-6,074
1728
$758K ﹤0.01%
49,385
-2,467
1729
$756K ﹤0.01%
25,473
-214
1730
$754K ﹤0.01%
23,398
-10,944
1731
$749K ﹤0.01%
34,070
+2,944
1732
$747K ﹤0.01%
67,577
-8,161
1733
$745K ﹤0.01%
14,528
-384
1734
$745K ﹤0.01%
+34,820
1735
$745K ﹤0.01%
121,529
+74,072
1736
$744K ﹤0.01%
32,693
-1,090
1737
$740K ﹤0.01%
10,518
-5,602
1738
$738K ﹤0.01%
21,248
+795
1739
$731K ﹤0.01%
13,008
-240
1740
$727K ﹤0.01%
54,959
-5,534
1741
$727K ﹤0.01%
20,677
-308
1742
$723K ﹤0.01%
22,456
-214
1743
$721K ﹤0.01%
10,996
+341
1744
$720K ﹤0.01%
23,697
+7,909
1745
$718K ﹤0.01%
14,477
-5,680
1746
$718K ﹤0.01%
61,070
1747
$716K ﹤0.01%
1,955
-644
1748
$715K ﹤0.01%
36,477
-977
1749
$715K ﹤0.01%
1,516
1750
$715K ﹤0.01%
48,061
-385
68 69
70
71 72