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
1776
$685K ﹤0.01%
17,170
-50,862
1777
$685K ﹤0.01%
7,483
+1,206
1778
$684K ﹤0.01%
11,682
+1,075
1779
$684K ﹤0.01%
18,764
+36
1780
$684K ﹤0.01%
14,846
+1,369
1781
$682K ﹤0.01%
8,660
+354
1782
$680K ﹤0.01%
+15,652
1783
$678K ﹤0.01%
+30,166
1784
$677K ﹤0.01%
36,708
-176
1785
$676K ﹤0.01%
43,927
+670
1786
$676K ﹤0.01%
13,051
+1,509
1787
$675K ﹤0.01%
15,380
-410
1788
$673K ﹤0.01%
12,826
-116
1789
$672K ﹤0.01%
18,138
+221
1790
$666K ﹤0.01%
10,377
-248
1791
$666K ﹤0.01%
2,045
-211
1792
$666K ﹤0.01%
9,634
+16
1793
$665K ﹤0.01%
14,618
+7,507
1794
$665K ﹤0.01%
5,305
-50
1795
$663K ﹤0.01%
25,701
+312
1796
$663K ﹤0.01%
8,649
+4,003
1797
$659K ﹤0.01%
+28,060
1798
$658K ﹤0.01%
12,234
-15,467
1799
$658K ﹤0.01%
32,906
-416
1800
$655K ﹤0.01%
+34,838
70 71
72
73 74