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
2301
$276K ﹤0.01%
26,627
2302
$275K ﹤0.01%
7,133
+463
2303
$273K ﹤0.01%
5,165
-230
2304
$272K ﹤0.01%
+4,700
2305
$272K ﹤0.01%
2,938
-211
2306
$271K ﹤0.01%
+18,078
2307
$271K ﹤0.01%
14,667
+3,007
2308
$271K ﹤0.01%
2,600
-1,428
2309
$271K ﹤0.01%
+5,488
2310
$270K ﹤0.01%
+5,244
2311
$270K ﹤0.01%
+50,000
2312
$270K ﹤0.01%
1,078,818
2313
$270K ﹤0.01%
+6,229
2314
$269K ﹤0.01%
5,195
2315
$269K ﹤0.01%
14,720
+1,588
2316
$268K ﹤0.01%
5,008
-86
2317
$268K ﹤0.01%
9,836
-202
2318
$267K ﹤0.01%
21,500
2319
$266K ﹤0.01%
23,646
+435
2320
$266K ﹤0.01%
20,228
-9,177
2321
$266K ﹤0.01%
6,913
-1,577
2322
$266K ﹤0.01%
14,554
+183
2323
$265K ﹤0.01%
43,872
-28,287
2324
$265K ﹤0.01%
+2,304
2325
$265K ﹤0.01%
9,859
-2,179
91 92
93
94 95