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
2401
$227K ﹤0.01%
12,586
2402
$226K ﹤0.01%
14,907
+658
2403
$226K ﹤0.01%
7,036
2404
$225K ﹤0.01%
5,687
2405
$224K ﹤0.01%
15,197
-900
2406
$224K ﹤0.01%
+13,711
2407
$224K ﹤0.01%
31,255
+1
2408
$224K ﹤0.01%
+10,464
2409
$224K ﹤0.01%
12,577
-1,365
2410
$223K ﹤0.01%
26,894
-5,012,606
2411
$222K ﹤0.01%
1,443
-247
2412
$222K ﹤0.01%
9,869
-6,647
2413
$221K ﹤0.01%
+6,808
2414
$221K ﹤0.01%
3,044
-3,514
2415
$220K ﹤0.01%
4,305
-922
2416
$220K ﹤0.01%
+26,920
2417
$220K ﹤0.01%
+15,554
2418
$219K ﹤0.01%
+9,432
2419
$219K ﹤0.01%
6,649
+76
2420
$219K ﹤0.01%
+19,061
2421
$219K ﹤0.01%
3,866
-1,413
2422
$218K ﹤0.01%
+2,676
2423
$218K ﹤0.01%
+2,599
2424
$218K ﹤0.01%
5,255
2425
$217K ﹤0.01%
+7,244
95 96
97
98 99