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
1951
$495K ﹤0.01%
10,447
+2,412
1952
$492K ﹤0.01%
2,397
-164
1953
$492K ﹤0.01%
44,125
1954
$490K ﹤0.01%
51,256
-27,900
1955
$486K ﹤0.01%
32,351
1956
$485K ﹤0.01%
28,258
+9,431
1957
$485K ﹤0.01%
+10,794
1958
$483K ﹤0.01%
17,264
+30
1959
$483K ﹤0.01%
33,458
-5,038
1960
$483K ﹤0.01%
13,035
-140,255
1961
$482K ﹤0.01%
+17,142
1962
$482K ﹤0.01%
61,983
+39,761
1963
$480K ﹤0.01%
10,237
+2,587
1964
$476K ﹤0.01%
9,235
-1,398
1965
$475K ﹤0.01%
13,162
+2
1966
$475K ﹤0.01%
20,887
+277
1967
$475K ﹤0.01%
110,931
+3,182
1968
$474K ﹤0.01%
29,017
-970
1969
$474K ﹤0.01%
13,576
+1,460
1970
$473K ﹤0.01%
+9,295
1971
$473K ﹤0.01%
13,218
-24,213
1972
$472K ﹤0.01%
10,110
-1,613
1973
$471K ﹤0.01%
6,894
-1,911
1974
$471K ﹤0.01%
9,810
1975
$471K ﹤0.01%
15,607
+2,397
77 78
79
80 81