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
2076
$413K ﹤0.01%
17,355
-589
2077
$412K ﹤0.01%
+5,138
2078
$412K ﹤0.01%
9,499
-466
2079
$412K ﹤0.01%
32,791
2080
$410K ﹤0.01%
80,063
+6,729
2081
$410K ﹤0.01%
9,643
-3,377
2082
$409K ﹤0.01%
2,504
-4,002
2083
$408K ﹤0.01%
11,450
-974
2084
$407K ﹤0.01%
23,275
+940
2085
$407K ﹤0.01%
16,330
+171
2086
$406K ﹤0.01%
13,342
+422
2087
$406K ﹤0.01%
18,637
-4,461
2088
$405K ﹤0.01%
8,927
-1
2089
$404K ﹤0.01%
5,705
2090
$404K ﹤0.01%
13,238
+27
2091
$404K ﹤0.01%
10,507
-5,660
2092
$403K ﹤0.01%
9,223
-269
2093
$403K ﹤0.01%
12,923
+34
2094
$403K ﹤0.01%
7,377
+461
2095
$402K ﹤0.01%
3,739
-840
2096
$400K ﹤0.01%
8,259
2097
$400K ﹤0.01%
3,464
+59
2098
$400K ﹤0.01%
3,809
-9,326
2099
$398K ﹤0.01%
28,451
-13,829
2100
$398K ﹤0.01%
+24,223
82 83
84
85 86