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
251
$42.8M 0.07%
152,650
+55,083
252
$42.6M 0.07%
935,825
+5,589
253
$42.2M 0.07%
150,146
-795
254
$42M 0.07%
705,874
-115,802
255
$42M 0.07%
222,577
+1,710
256
$41.9M 0.07%
692,888
-112,114
257
$41.7M 0.07%
656,701
+631,629
258
$41.4M 0.06%
178,047
+7,199
259
$41.4M 0.06%
327,658
-3,679
260
$41.1M 0.06%
408,287
-87
261
$41M 0.06%
829,525
+63,571
262
$40.9M 0.06%
148,367
-19,426
263
$40.6M 0.06%
665,754
-18,193
264
$40.2M 0.06%
45,330
+493
265
$40.2M 0.06%
373,512
-71,260
266
$40.2M 0.06%
1,819,204
+247,017
267
$40.2M 0.06%
534,633
+44,079
268
$40.1M 0.06%
58
-12
269
$40M 0.06%
1,336,636
+68,095
270
$39.4M 0.06%
138,703
-14,209
271
$39.3M 0.06%
163,873
-119,263
272
$39.3M 0.06%
430,282
+101,414
273
$39M 0.06%
37,111
-3,110
274
$37.3M 0.06%
176,242
+2,593
275
$37.1M 0.06%
282,140
+170
9 10
11
12 13