Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$3.59B 5.43%
6,823,118
+151,853
2
$1.98B 3%
4,702,952
-80,169
3
$1.86B 2.81%
3,547,803
-8,952
4
$1.32B 2.01%
58,161,325
+2,327,763
5
$1.24B 1.88%
7,348,252
-339,189
6
$1.18B 1.78%
6,868,493
-169,973
7
$1.15B 1.74%
2,388,344
+107,347
8
$990M 1.5%
16,185,357
-427,016
9
$849M 1.29%
9,393,320
-555,230
10
$763M 1.16%
4,232,342
+79,284
11
$732M 1.11%
2,170,824
-54,228
12
$685M 1.04%
1,785,336
-93,237
13
$671M 1.02%
6,846,718
+464,137
14
$601M 0.91%
4,065,565
-31,839
15
$586M 0.89%
2,814,640
-286,775
16
$583M 0.88%
3,831,469
-69,365
17
$574M 0.87%
2,866,651
-60,079
18
$567M 0.86%
5,127,992
+29,134
19
$558M 0.84%
6,076,065
-37,880
20
$552M 0.84%
3,388,772
-463,429
21
$535M 0.81%
7,208,044
-505,819
22
$526M 0.8%
2,887,329
-66,186
23
$504M 0.76%
1,135,810
-26,485
24
$496M 0.75%
1,777,431
-10,135
25
$494M 0.75%
3,745,346
-25,978
1
2 3 4 5