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
2101
$397K ﹤0.01%
4,050
-180
2102
$396K ﹤0.01%
+29,670
2103
$396K ﹤0.01%
6,560
2104
$395K ﹤0.01%
71,707
+58,324
2105
$395K ﹤0.01%
4,276
+276
2106
$395K ﹤0.01%
65,130
2107
$394K ﹤0.01%
+19,139
2108
$394K ﹤0.01%
17,363
+532
2109
$393K ﹤0.01%
+12,030
2110
$392K ﹤0.01%
+14,544
2111
$391K ﹤0.01%
10,084
-244,310
2112
$390K ﹤0.01%
17,701
-5,720
2113
$390K ﹤0.01%
4,643
+104
2114
$388K ﹤0.01%
2,090
+174
2115
$388K ﹤0.01%
+10,068
2116
$388K ﹤0.01%
37,082
-606
2117
$387K ﹤0.01%
36,398
-198,670
2118
$387K ﹤0.01%
+18,576
2119
$387K ﹤0.01%
6,263
-19
2120
$387K ﹤0.01%
48,014
2121
$386K ﹤0.01%
+7,551
2122
$386K ﹤0.01%
27,627
2123
$386K ﹤0.01%
6,516
2124
$386K ﹤0.01%
6,350
2125
$384K ﹤0.01%
2,868
-2,988
83 84
85
86 87