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
1751
$713K ﹤0.01%
15,941
-5,560
1752
$713K ﹤0.01%
3,608
-65
1753
$713K ﹤0.01%
6,580
-5,689
1754
$708K ﹤0.01%
12,318
1755
$708K ﹤0.01%
23,182
-11,300
1756
$707K ﹤0.01%
17,654
-385
1757
$705K ﹤0.01%
7,482
+127
1758
$702K ﹤0.01%
12,119
+3,370
1759
$700K ﹤0.01%
5,265
+126
1760
$699K ﹤0.01%
5,779
+12
1761
$699K ﹤0.01%
34,470
-21,144
1762
$698K ﹤0.01%
37,431
+8,751
1763
$697K ﹤0.01%
8,384
-2,378
1764
$694K ﹤0.01%
42,623
-2,762
1765
$692K ﹤0.01%
9,613
-20
1766
$692K ﹤0.01%
13,987
-12,560
1767
$692K ﹤0.01%
+17,810
1768
$691K ﹤0.01%
45,446
+31,699
1769
$691K ﹤0.01%
76,171
+16,707
1770
$690K ﹤0.01%
5,298
1771
$689K ﹤0.01%
43,786
+20,663
1772
$689K ﹤0.01%
25,562
+1,802
1773
$686K ﹤0.01%
12,547
-851
1774
$686K ﹤0.01%
+10,794
1775
$686K ﹤0.01%
18,429
-3,224
69 70
71
72 73