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
2451
$207K ﹤0.01%
+3,712
2452
$206K ﹤0.01%
11,647
-682
2453
$206K ﹤0.01%
1,232
-3,902
2454
$206K ﹤0.01%
+2,367
2455
$205K ﹤0.01%
7,037
+75
2456
$204K ﹤0.01%
+6,013
2457
$204K ﹤0.01%
+7,418
2458
$202K ﹤0.01%
13,587
-88,617
2459
$202K ﹤0.01%
+4,677
2460
$202K ﹤0.01%
+9,145
2461
$201K ﹤0.01%
+2,653
2462
$200K ﹤0.01%
15,450
-27,967
2463
$198K ﹤0.01%
20,004
-904
2464
$198K ﹤0.01%
10,046
2465
$197K ﹤0.01%
36,459
-1,287
2466
$196K ﹤0.01%
16,829
2467
$195K ﹤0.01%
10,414
+170
2468
$192K ﹤0.01%
15,387
-51,163
2469
$192K ﹤0.01%
15,890
-5,934
2470
$192K ﹤0.01%
35,337
-1,250
2471
$192K ﹤0.01%
11,375
+155
2472
$190K ﹤0.01%
39,323
+4,848
2473
$188K ﹤0.01%
24,500
-1,400
2474
$186K ﹤0.01%
25,661
-156,326
2475
$184K ﹤0.01%
16,000
-3,700
97 98
99
100 101