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
2326
$264K ﹤0.01%
5,925
-414
2327
$264K ﹤0.01%
3,987
-16,091
2328
$264K ﹤0.01%
16,156
+34
2329
$264K ﹤0.01%
5,846
-211
2330
$263K ﹤0.01%
20,703
-112,911
2331
$262K ﹤0.01%
21,975
2332
$261K ﹤0.01%
11,797
+167
2333
$261K ﹤0.01%
6,679
-1,730
2334
$261K ﹤0.01%
3,796
-2,571
2335
$261K ﹤0.01%
35,363
-3,576
2336
$260K ﹤0.01%
+2,910
2337
$260K ﹤0.01%
22,343
-608
2338
$259K ﹤0.01%
11,682
-847
2339
$258K ﹤0.01%
8,246
-6,620
2340
$258K ﹤0.01%
8,296
-1,515
2341
$258K ﹤0.01%
14,406
+448
2342
$258K ﹤0.01%
+50,000
2343
$257K ﹤0.01%
13,190
-3
2344
$257K ﹤0.01%
11,715
-11
2345
$257K ﹤0.01%
6,749
-1,139
2346
$256K ﹤0.01%
5,389
+25
2347
$253K ﹤0.01%
6,612
2348
$253K ﹤0.01%
3,715
-369
2349
$253K ﹤0.01%
2,848
-35,813
2350
$253K ﹤0.01%
11,913
-149
92 93
94
95 96