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
2051
$420K ﹤0.01%
2,274
+653
2052
$419K ﹤0.01%
29,115
2053
$419K ﹤0.01%
17,132
-2,229
2054
$419K ﹤0.01%
32,011
-1,279
2055
$418K ﹤0.01%
9,771
+1,127
2056
$418K ﹤0.01%
16,737
+157
2057
$418K ﹤0.01%
34,276
+222
2058
$418K ﹤0.01%
8,798
-34,284
2059
$417K ﹤0.01%
11,526
-45,821
2060
$416K ﹤0.01%
51,605
-3,009
2061
$416K ﹤0.01%
+9,446
2062
$416K ﹤0.01%
5,453
-4,608
2063
$416K ﹤0.01%
8,572
-25,301
2064
$415K ﹤0.01%
7,108
-206
2065
$414K ﹤0.01%
4,445
+1,302
2066
$414K ﹤0.01%
8,841
+21
2067
$414K ﹤0.01%
21,054
+1,694
2068
$414K ﹤0.01%
25,395
+413
2069
$414K ﹤0.01%
5,329
+588
2070
$414K ﹤0.01%
18,814
-5,250
2071
$414K ﹤0.01%
21,149
-580
2072
$413K ﹤0.01%
12,429
-512
2073
$413K ﹤0.01%
+10,742
2074
$413K ﹤0.01%
7,028
+2,256
2075
$413K ﹤0.01%
9,283
-1,255
81 82
83
84 85