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
1976
$470K ﹤0.01%
22,771
+168
1977
$470K ﹤0.01%
2,657
+317
1978
$469K ﹤0.01%
5,084
-483
1979
$469K ﹤0.01%
13,700
-792
1980
$468K ﹤0.01%
26,931
+1,488
1981
$468K ﹤0.01%
48,719
+218
1982
$467K ﹤0.01%
+5,699
1983
$464K ﹤0.01%
13,242
1984
$463K ﹤0.01%
8,629
+222
1985
$463K ﹤0.01%
21,765
+8,448
1986
$463K ﹤0.01%
1,165
-107
1987
$463K ﹤0.01%
65,808
-22,445
1988
$462K ﹤0.01%
12,026
+43
1989
$462K ﹤0.01%
3,622
-3,124
1990
$462K ﹤0.01%
45,877
-29,203
1991
$461K ﹤0.01%
7,739
-1,236
1992
$460K ﹤0.01%
2,376
+580
1993
$460K ﹤0.01%
17,013
+2,050
1994
$458K ﹤0.01%
5,121
+1,419
1995
$456K ﹤0.01%
10,608
-1,597
1996
$456K ﹤0.01%
15,424
-89
1997
$455K ﹤0.01%
28,261
-716
1998
$455K ﹤0.01%
28,878
+4,298
1999
$454K ﹤0.01%
2,808
-10,512
2000
$454K ﹤0.01%
6,889
-772
78 79
80
81 82