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
1926
$522K ﹤0.01%
31,008
+600
1927
$520K ﹤0.01%
23,371
-1,707
1928
$519K ﹤0.01%
22,586
-9,362
1929
$519K ﹤0.01%
8,342
1930
$519K ﹤0.01%
3,240
-27
1931
$517K ﹤0.01%
2,832
-17
1932
$515K ﹤0.01%
6,887
+573
1933
$514K ﹤0.01%
93,083
+11,535
1934
$514K ﹤0.01%
47,790
+34,200
1935
$513K ﹤0.01%
3,603
+1,835
1936
$513K ﹤0.01%
1,472
+556
1937
$513K ﹤0.01%
23,180
+577
1938
$512K ﹤0.01%
20,058
-456
1939
$511K ﹤0.01%
13,291
-3,701
1940
$511K ﹤0.01%
10,799
1941
$510K ﹤0.01%
8,634
-315
1942
$509K ﹤0.01%
13,456
-654
1943
$508K ﹤0.01%
+38,580
1944
$507K ﹤0.01%
3,899
-9,170
1945
$506K ﹤0.01%
30,878
-1,268
1946
$505K ﹤0.01%
17,350
-500
1947
$504K ﹤0.01%
11,660
-637
1948
$496K ﹤0.01%
44,054
1949
$496K ﹤0.01%
7,304
-6,805
1950
$496K ﹤0.01%
15,884
-1,430
76 77
78
79 80