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
1801
$655K ﹤0.01%
59,136
+2,772
1802
$652K ﹤0.01%
18,448
-1,381
1803
$652K ﹤0.01%
18,064
-46
1804
$651K ﹤0.01%
6,742
-3,689
1805
$649K ﹤0.01%
5,901
+1,742
1806
$648K ﹤0.01%
3,555
+1,274
1807
$646K ﹤0.01%
5,746
-2
1808
$644K ﹤0.01%
13,362
-2,452
1809
$642K ﹤0.01%
17,249
-1,949
1810
$640K ﹤0.01%
9,237
-556
1811
$640K ﹤0.01%
136,114
+38,159
1812
$639K ﹤0.01%
7,625
1813
$636K ﹤0.01%
17,283
1814
$636K ﹤0.01%
5,058
+611
1815
$635K ﹤0.01%
23,357
-614
1816
$634K ﹤0.01%
33,605
+1,477
1817
$634K ﹤0.01%
10,614
-5,680
1818
$632K ﹤0.01%
16,252
-35
1819
$629K ﹤0.01%
56,814
-283
1820
$627K ﹤0.01%
3,680
-18,710
1821
$627K ﹤0.01%
16,746
+8
1822
$626K ﹤0.01%
39,849
+1,809
1823
$623K ﹤0.01%
25,873
+4,825
1824
$623K ﹤0.01%
+10,900
1825
$622K ﹤0.01%
4,448
+10
71 72
73
74 75