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
2126
$384K ﹤0.01%
14,149
-8,776
2127
$383K ﹤0.01%
3,463
+61
2128
$382K ﹤0.01%
14,646
+1,473
2129
$382K ﹤0.01%
34,714
-23,299
2130
$381K ﹤0.01%
6,103
-23,216
2131
$380K ﹤0.01%
15,852
+1
2132
$380K ﹤0.01%
24,325
2133
$380K ﹤0.01%
+20,453
2134
$379K ﹤0.01%
13,313
-5,842
2135
$379K ﹤0.01%
2,513
-58
2136
$378K ﹤0.01%
5,212
-103
2137
$378K ﹤0.01%
4,333
-2,348
2138
$378K ﹤0.01%
+6,718
2139
$377K ﹤0.01%
19,553
2140
$377K ﹤0.01%
4,907
2141
$377K ﹤0.01%
+15,040
2142
$376K ﹤0.01%
+6,330
2143
$376K ﹤0.01%
29,004
+14,053
2144
$376K ﹤0.01%
+12,953
2145
$375K ﹤0.01%
12,844
+2,279
2146
$375K ﹤0.01%
+33,030
2147
$373K ﹤0.01%
+18,441
2148
$372K ﹤0.01%
3,599
-746
2149
$372K ﹤0.01%
1,685
+25
2150
$371K ﹤0.01%
7,038
-1,685
84 85
86
87 88