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
276
$36.7M 0.06%
903,355
-54,436
277
$36.5M 0.06%
601,261
+81,381
278
$36.3M 0.06%
134,022
-186,993
279
$36.3M 0.06%
1,638,018
-27,921
280
$36.1M 0.06%
154,076
-4,244
281
$36.1M 0.06%
660,032
-8,551
282
$35.8M 0.06%
42,997
+3,026
283
$35.6M 0.06%
864,665
+5,135
284
$35.4M 0.06%
71,612
-25,104
285
$34.9M 0.05%
173,726
+8,380
286
$34.6M 0.05%
226,220
+13,291
287
$34.6M 0.05%
306,450
-33,771
288
$34.4M 0.05%
597,234
-41,257
289
$34.3M 0.05%
420,040
-31,140
290
$34.3M 0.05%
277,171
-9,731
291
$34.1M 0.05%
146,640
-42,423
292
$34.1M 0.05%
425,010
-125,540
293
$34M 0.05%
330,917
-51,552
294
$33.9M 0.05%
523,323
+67,367
295
$33.3M 0.05%
111,683
-21,203
296
$33.2M 0.05%
603,584
+42,631
297
$32.8M 0.05%
60,719
-5,990
298
$32.5M 0.05%
387,110
-19,791
299
$32.4M 0.05%
156,192
-3,520
300
$32.3M 0.05%
119,667
+115,185
10 11
12
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