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
2351
$252K ﹤0.01%
21,363
+618
2352
$252K ﹤0.01%
+2,725
2353
$252K ﹤0.01%
16,072
-210
2354
$251K ﹤0.01%
8,309
-421
2355
$250K ﹤0.01%
6,349
-27
2356
$250K ﹤0.01%
6,011
-331
2357
$249K ﹤0.01%
14,023
-1,182
2358
$249K ﹤0.01%
6,842
+33
2359
$249K ﹤0.01%
2,441
-3,133
2360
$249K ﹤0.01%
1,595
-2
2361
$249K ﹤0.01%
2,934
-334
2362
$248K ﹤0.01%
11,612
+55
2363
$248K ﹤0.01%
10,007
-427,052
2364
$246K ﹤0.01%
+3,600
2365
$245K ﹤0.01%
7,732
-269
2366
$245K ﹤0.01%
2,788
+235
2367
$245K ﹤0.01%
63,398
+58
2368
$245K ﹤0.01%
4,885
-3,960
2369
$244K ﹤0.01%
11,988
+549
2370
$244K ﹤0.01%
15,872
-2,733
2371
$244K ﹤0.01%
3,673
-415
2372
$243K ﹤0.01%
+1,343
2373
$243K ﹤0.01%
15,418
-726
2374
$243K ﹤0.01%
7,464
-1,534
2375
$242K ﹤0.01%
+9,500
93 94
95
96 97