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
1901
$539K ﹤0.01%
12,700
1902
$539K ﹤0.01%
11,663
-724
1903
$537K ﹤0.01%
11,752
-11,233
1904
$536K ﹤0.01%
19,567
+1,516
1905
$533K ﹤0.01%
53,283
-945
1906
$532K ﹤0.01%
21,664
+1,213
1907
$532K ﹤0.01%
28,552
+566
1908
$530K ﹤0.01%
8,153
+487
1909
$529K ﹤0.01%
4,501
+183
1910
$529K ﹤0.01%
5,437
-41,764
1911
$528K ﹤0.01%
24,255
1912
$527K ﹤0.01%
145,314
+97
1913
$527K ﹤0.01%
9,910
+17
1914
$527K ﹤0.01%
10,121
+3,963
1915
$527K ﹤0.01%
8,427
+813
1916
$526K ﹤0.01%
89,143
-6,848
1917
$525K ﹤0.01%
5,161
1918
$525K ﹤0.01%
15,296
+3,049
1919
$524K ﹤0.01%
21,133
1920
$524K ﹤0.01%
15,195
+17
1921
$524K ﹤0.01%
6,933
+1,684
1922
$524K ﹤0.01%
8,744
+879
1923
$523K ﹤0.01%
25,467
+3,515
1924
$523K ﹤0.01%
22,151
+41
1925
$522K ﹤0.01%
29,261
+108
75 76
77
78 79