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
2251
$308K ﹤0.01%
2,752
-57
2252
$308K ﹤0.01%
12,413
-4
2253
$308K ﹤0.01%
7,402
+1,686
2254
$308K ﹤0.01%
48,836
+1,022
2255
$307K ﹤0.01%
16,945
-790
2256
$305K ﹤0.01%
15,198
-20,872
2257
$305K ﹤0.01%
42,635
-2,845
2258
$305K ﹤0.01%
13,756
+3,336
2259
$304K ﹤0.01%
19,347
2260
$302K ﹤0.01%
+18,560
2261
$301K ﹤0.01%
8,966
-221
2262
$300K ﹤0.01%
50,944
-1,362,916
2263
$300K ﹤0.01%
6,202
+490
2264
$300K ﹤0.01%
12,343
+759
2265
$299K ﹤0.01%
+23,661
2266
$299K ﹤0.01%
23,970
2267
$299K ﹤0.01%
18,516
+3
2268
$298K ﹤0.01%
11,840
2269
$297K ﹤0.01%
6,438
-280
2270
$297K ﹤0.01%
10,462
-477
2271
$297K ﹤0.01%
25,112
-12,920
2272
$296K ﹤0.01%
117,166
+3,500
2273
$296K ﹤0.01%
15,003
2274
$296K ﹤0.01%
17,914
+546
2275
$296K ﹤0.01%
15,791
-176
89 90
91
92 93