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
1851
$596K ﹤0.01%
17,304
+5,779
1852
$595K ﹤0.01%
8,050
-1,766
1853
$591K ﹤0.01%
+29,372
1854
$591K ﹤0.01%
6,069
+14
1855
$589K ﹤0.01%
12,417
-3,730
1856
$589K ﹤0.01%
30,282
+2,053
1857
$586K ﹤0.01%
29,338
-4,507
1858
$586K ﹤0.01%
+9,684
1859
$584K ﹤0.01%
40,918
+2,700
1860
$581K ﹤0.01%
30,019
-28,075
1861
$578K ﹤0.01%
13,328
+5,541
1862
$578K ﹤0.01%
2,433
+734
1863
$577K ﹤0.01%
26,404
-3,332
1864
$577K ﹤0.01%
+13,083
1865
$577K ﹤0.01%
30,520
+1,451
1866
$576K ﹤0.01%
18,390
+496
1867
$575K ﹤0.01%
32,771
+2,900
1868
$573K ﹤0.01%
16,858
-121
1869
$573K ﹤0.01%
36,320
-5,108
1870
$569K ﹤0.01%
+26,446
1871
$569K ﹤0.01%
+11,687
1872
$569K ﹤0.01%
17,713
+302
1873
$568K ﹤0.01%
46,363
-11,840
1874
$567K ﹤0.01%
15,136
+580
1875
$563K ﹤0.01%
11,505
+6
73 74
75
76 77