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
201
$61.6M 0.09%
1,040,400
+35,891
202
$61.5M 0.09%
2,651,268
+106,656
203
$61.1M 0.09%
650,118
+35,427
204
$61.1M 0.09%
326,844
-1,268
205
$60.6M 0.09%
1,044,822
+162,679
206
$60.5M 0.09%
662,368
-89,350
207
$60.5M 0.09%
407,398
-18,892
208
$59.9M 0.09%
844,925
-93,680
209
$59.5M 0.09%
381,723
-49,141
210
$59.4M 0.09%
2,035,982
-4,585
211
$58.2M 0.09%
574,301
-55,121
212
$57.8M 0.09%
1,308,399
-64,174
213
$57.3M 0.09%
102,988
-43,455
214
$57.1M 0.09%
250,915
-3,389
215
$57M 0.09%
223,792
-11,201
216
$56.9M 0.09%
321,283
+5,296
217
$56.8M 0.09%
218,101
-7,600
218
$56.2M 0.09%
429,357
+134,463
219
$55.9M 0.08%
104,074
+2,603
220
$55.8M 0.08%
88
-23
221
$55.6M 0.08%
627,380
+23,456
222
$55.6M 0.08%
482,115
+11,177
223
$55.5M 0.08%
1,224,341
+50,171
224
$54.8M 0.08%
1,700,440
+44,054
225
$54.4M 0.08%
1,083,497
-13,176
7 8
9
10 11