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
1876
$563K ﹤0.01%
26,521
-2,533
1877
$562K ﹤0.01%
39,684
-59,999
1878
$562K ﹤0.01%
10,191
1879
$561K ﹤0.01%
8,812
+1,188
1880
$561K ﹤0.01%
+12,687
1881
$561K ﹤0.01%
28,738
+1,791
1882
$560K ﹤0.01%
3,206
-453
1883
$557K ﹤0.01%
26,222
+33
1884
$553K ﹤0.01%
19,231
-10,501
1885
$553K ﹤0.01%
10,423
-1,000
1886
$552K ﹤0.01%
21,841
+2,791
1887
$552K ﹤0.01%
19,196
-1,411
1888
$551K ﹤0.01%
23,644
+2,690
1889
$551K ﹤0.01%
14,429
+851
1890
$550K ﹤0.01%
2,821
+75
1891
$548K ﹤0.01%
10,533
+1,392
1892
$548K ﹤0.01%
7,296
-2,101
1893
$547K ﹤0.01%
8,487
-13,910
1894
$547K ﹤0.01%
50,000
1895
$546K ﹤0.01%
20,188
-15,302
1896
$543K ﹤0.01%
47,351
1897
$542K ﹤0.01%
16,691
+1,200
1898
$542K ﹤0.01%
9,445
1899
$540K ﹤0.01%
10,795
-4,346
1900
$540K ﹤0.01%
2,187
-32
74 75
76
77 78