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
2276
$294K ﹤0.01%
5,660
-1,751
2277
$293K ﹤0.01%
39,132
2278
$288K ﹤0.01%
13,763
2279
$288K ﹤0.01%
21,652
+3,818
2280
$287K ﹤0.01%
6,349
-94
2281
$286K ﹤0.01%
1,153
+1
2282
$285K ﹤0.01%
8,744
2283
$285K ﹤0.01%
11,453
-10,335
2284
$284K ﹤0.01%
31,243
+5,152
2285
$282K ﹤0.01%
5,665
2286
$281K ﹤0.01%
4,326
+128
2287
$281K ﹤0.01%
72,159
2288
$281K ﹤0.01%
+8,998
2289
$281K ﹤0.01%
+9,709
2290
$280K ﹤0.01%
11,328
+144
2291
$279K ﹤0.01%
9,548
-293
2292
$279K ﹤0.01%
8,385
-152
2293
$279K ﹤0.01%
11,606
-3
2294
$278K ﹤0.01%
10,561
-2,791
2295
$278K ﹤0.01%
9,795
-1,321
2296
$278K ﹤0.01%
2,146
-430
2297
$278K ﹤0.01%
8,625
-430
2298
$277K ﹤0.01%
25,403
2299
$277K ﹤0.01%
19,427
2300
$277K ﹤0.01%
7,104
-151
90 91
92
93 94