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
2376
$242K ﹤0.01%
9,870
-1,318
2377
$241K ﹤0.01%
16,571
+1,915
2378
$240K ﹤0.01%
+2,262
2379
$240K ﹤0.01%
+2,317
2380
$240K ﹤0.01%
39,845
-5,793
2381
$239K ﹤0.01%
+7,159
2382
$239K ﹤0.01%
2,673
+68
2383
$237K ﹤0.01%
14,885
-21,480
2384
$237K ﹤0.01%
+5,907
2385
$236K ﹤0.01%
7,423
+117
2386
$236K ﹤0.01%
6,240
-38,346
2387
$235K ﹤0.01%
2,528
-8,029
2388
$234K ﹤0.01%
8,740
+429
2389
$233K ﹤0.01%
+4,150
2390
$233K ﹤0.01%
9,246
-5,507
2391
$232K ﹤0.01%
4,122
-24
2392
$232K ﹤0.01%
+4,831
2393
$232K ﹤0.01%
7,658
-2,513
2394
$231K ﹤0.01%
5,003
2395
$231K ﹤0.01%
6,140
-202
2396
$231K ﹤0.01%
9,046
+456
2397
$229K ﹤0.01%
6,764
-1,435
2398
$228K ﹤0.01%
6,366
-910
2399
$228K ﹤0.01%
5,205
+116
2400
$227K ﹤0.01%
+1,549
94 95
96
97 98