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
2151
$371K ﹤0.01%
3,944
-9,467
2152
$370K ﹤0.01%
22,753
-2,886
2153
$369K ﹤0.01%
20,033
-1,459
2154
$369K ﹤0.01%
7,306
+839
2155
$369K ﹤0.01%
10,115
2156
$368K ﹤0.01%
7,385
+4
2157
$368K ﹤0.01%
3,329
+45
2158
$368K ﹤0.01%
3,089
-12,105
2159
$368K ﹤0.01%
7,509
-5,891
2160
$368K ﹤0.01%
+16,036
2161
$366K ﹤0.01%
16,712
2162
$366K ﹤0.01%
+26,430
2163
$366K ﹤0.01%
12,693
-1,954
2164
$365K ﹤0.01%
4,893
+14
2165
$365K ﹤0.01%
16,272
+1,641
2166
$363K ﹤0.01%
2,018
-1,852
2167
$363K ﹤0.01%
16,313
2168
$363K ﹤0.01%
8,485
+389
2169
$363K ﹤0.01%
4,732
-252
2170
$360K ﹤0.01%
7,122
+208
2171
$359K ﹤0.01%
52,723
+6,559
2172
$357K ﹤0.01%
15,157
-159
2173
$357K ﹤0.01%
+4,102
2174
$356K ﹤0.01%
18,936
-4,029
2175
$356K ﹤0.01%
7,454
-246
85 86
87
88 89