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
$63.6B
AUM Growth
-$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$260M
3
+$98.4M
4
FANG icon
Diamondback Energy
FANG
+$76.6M
5
CMS icon
CMS Energy
CMS
+$52.2M

Top Sells

1
+$368M
2
+$214M
3
+$198M
4
GS icon
Goldman Sachs
GS
+$176M
5
UNH icon
UnitedHealth
UNH
+$165M

Sector Composition

1 Technology 13.35%
2 Financials 7.54%
3 Healthcare 6.5%
4 Consumer Staples 5.17%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.2M 0.08%
107,382
+1,483
227
$51M 0.08%
329,118
+22,136
228
$50.4M 0.08%
1,127,748
+1,080,723
229
$50M 0.08%
368,864
+6,228
230
$49.4M 0.08%
55,246
-7,956
231
$49.2M 0.08%
95,156
-67,198
232
$48.6M 0.08%
235,338
-6,773
233
$48.3M 0.08%
898,104
-1,711,167
234
$48.3M 0.08%
269,026
-10,353
235
$48.2M 0.08%
356,894
-233,937
236
$47.8M 0.07%
314,244
-33,997
237
$46.9M 0.07%
1,357,325
-5,356
238
$46.1M 0.07%
778,277
+25,811
239
$45.8M 0.07%
744,779
-448,089
240
$45.6M 0.07%
792,665
+175,273
241
$45.6M 0.07%
1,812,781
+462,288
242
$45.3M 0.07%
1,342,530
+50,242
243
$45.3M 0.07%
225,543
+16,164
244
$45M 0.07%
217,863
-100,885
245
$45M 0.07%
881,673
-8,897
246
$44.9M 0.07%
319,708
+62,770
247
$44.7M 0.07%
123,599
+2,989
248
$43.8M 0.07%
967,294
+214,107
249
$43M 0.07%
467,244
-16,983
250
$42.9M 0.07%
799,200
-12,363
8 9
10
11 12