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
2226
$323K ﹤0.01%
14,860
2227
$322K ﹤0.01%
52,404
-67
2228
$322K ﹤0.01%
7,084
-484
2229
$321K ﹤0.01%
2,927
-3,115
2230
$319K ﹤0.01%
+16,547
2231
$319K ﹤0.01%
20,532
2232
$318K ﹤0.01%
+12,980
2233
$317K ﹤0.01%
+14,322
2234
$316K ﹤0.01%
1,385
+13
2235
$316K ﹤0.01%
17,572
+55
2236
$316K ﹤0.01%
+2,659
2237
$315K ﹤0.01%
1,829
+325
2238
$315K ﹤0.01%
8,458
-953
2239
$315K ﹤0.01%
2,706
-437
2240
$314K ﹤0.01%
+4,534
2241
$314K ﹤0.01%
+6,551
2242
$312K ﹤0.01%
5,516
+1,001
2243
$312K ﹤0.01%
18,259
-9,913
2244
$311K ﹤0.01%
+36,759
2245
$311K ﹤0.01%
1,815
-2,836
2246
$311K ﹤0.01%
6,770
+157
2247
$311K ﹤0.01%
6,180
+985
2248
$311K ﹤0.01%
14,840
-3,685
2249
$311K ﹤0.01%
1,917
-6,775
2250
$310K ﹤0.01%
7,480
88 89
90
91 92