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
2176
$356K ﹤0.01%
12,663
-5,664
2177
$355K ﹤0.01%
6,422
2178
$355K ﹤0.01%
8,401
-233
2179
$355K ﹤0.01%
23,762
+3,386
2180
$354K ﹤0.01%
23,614
+2
2181
$353K ﹤0.01%
+14,863
2182
$353K ﹤0.01%
16,436
2183
$353K ﹤0.01%
4,673
-526
2184
$351K ﹤0.01%
+7,763
2185
$351K ﹤0.01%
2,351
-127
2186
$350K ﹤0.01%
5,091
-7,108
2187
$349K ﹤0.01%
19,778
+2,176
2188
$349K ﹤0.01%
34,822
+17,046
2189
$348K ﹤0.01%
3,992
-1,729
2190
$348K ﹤0.01%
5,153
-2,986
2191
$348K ﹤0.01%
9,748
+14
2192
$346K ﹤0.01%
14,406
-1,152
2193
$345K ﹤0.01%
5,238
2194
$344K ﹤0.01%
12,733
-2,568
2195
$343K ﹤0.01%
17,533
+156
2196
$343K ﹤0.01%
16,291
-631
2197
$343K ﹤0.01%
3,434
-222
2198
$342K ﹤0.01%
1,610
-2,386
2199
$341K ﹤0.01%
13,901
+109
2200
$340K ﹤0.01%
6,924
-693
86 87
88
89 90