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
1826
$622K ﹤0.01%
7,930
-1,854
1827
$622K ﹤0.01%
10,642
+713
1828
$621K ﹤0.01%
21,920
-1,600
1829
$620K ﹤0.01%
17,847
-9,971
1830
$619K ﹤0.01%
10,721
-140
1831
$617K ﹤0.01%
5,015
-1,236
1832
$616K ﹤0.01%
4,857
-2,742
1833
$616K ﹤0.01%
17,657
+7,573
1834
$616K ﹤0.01%
3,347
-903
1835
$614K ﹤0.01%
9,366
+2
1836
$613K ﹤0.01%
22,131
1837
$613K ﹤0.01%
+18,700
1838
$608K ﹤0.01%
15,130
1839
$607K ﹤0.01%
12,440
-2,973
1840
$606K ﹤0.01%
+28,479
1841
$604K ﹤0.01%
51,170
-4,989
1842
$604K ﹤0.01%
19,474
-11,436
1843
$603K ﹤0.01%
15,511
-160,320
1844
$602K ﹤0.01%
15,662
1845
$601K ﹤0.01%
16,523
+170
1846
$599K ﹤0.01%
18,442
+17
1847
$599K ﹤0.01%
5,517
+94
1848
$598K ﹤0.01%
3,609
-4,398
1849
$598K ﹤0.01%
6,783
-2,216
1850
$597K ﹤0.01%
11,243
+87
72 73
74
75 76