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
2426
$217K ﹤0.01%
9,471
2427
$217K ﹤0.01%
8,163
-1,000
2428
$216K ﹤0.01%
4,843
+139
2429
$216K ﹤0.01%
10,691
2430
$216K ﹤0.01%
+2,944
2431
$216K ﹤0.01%
1,381
+255
2432
$216K ﹤0.01%
+11,307
2433
$215K ﹤0.01%
24,727
-8,080
2434
$215K ﹤0.01%
18,207
+379
2435
$215K ﹤0.01%
+1,274
2436
$214K ﹤0.01%
8,123
2437
$213K ﹤0.01%
+10,761
2438
$213K ﹤0.01%
+49,504
2439
$212K ﹤0.01%
+21,320
2440
$211K ﹤0.01%
4,528
-722
2441
$210K ﹤0.01%
3,874
-637
2442
$210K ﹤0.01%
10,600
-1,246
2443
$209K ﹤0.01%
9,311
-106,470
2444
$209K ﹤0.01%
5,430
2445
$209K ﹤0.01%
1,084
-175
2446
$208K ﹤0.01%
7,054
+1,639
2447
$208K ﹤0.01%
2,056
+13
2448
$207K ﹤0.01%
3,258
-653
2449
$207K ﹤0.01%
21,392
-6,115
2450
$207K ﹤0.01%
3,105
-1,938
96 97
98
99 100