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
176
$75.2M 0.11%
389,649
+12,688
177
$73.1M 0.11%
756,062
-74,303
178
$73.1M 0.11%
171,874
-7,665
179
$72.1M 0.11%
290,972
-43,760
180
$71.1M 0.11%
542,420
-1,485,266
181
$70.1M 0.11%
559,527
-44,999
182
$69.4M 0.11%
1,177,659
+82,501
183
$69.4M 0.11%
750,252
+15,263
184
$69.2M 0.1%
808,350
-11,998
185
$69.1M 0.1%
732,044
-335,312
186
$67.9M 0.1%
376,345
+10,847
187
$67.8M 0.1%
719,784
-309,839
188
$67.5M 0.1%
1,277,582
+131,536
189
$67.3M 0.1%
1,727,594
+8,699
190
$66M 0.1%
1,563,774
+21,066
191
$65.8M 0.1%
160,185
-11,761
192
$65.8M 0.1%
939,618
-144,606
193
$65.1M 0.1%
105,969
+7,455
194
$63.8M 0.1%
1,427,396
-107,694
195
$63.5M 0.1%
1,520,029
-8,503
196
$62.7M 0.1%
461,113
+12,591
197
$62.3M 0.09%
868,320
-43,747
198
$62.3M 0.09%
156,557
-2,523
199
$62.2M 0.09%
263,971
+9,415
200
$61.8M 0.09%
378,402
-61,542
6 7
8
9 10