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
301
$31.8M 0.05%
131,755
+36,760
302
$31.6M 0.05%
1,283,693
+172,994
303
$31.6M 0.05%
161,814
-7,388
304
$31.5M 0.05%
392,377
+189,564
305
$31.4M 0.05%
188,061
-13,854
306
$31.2M 0.05%
910,663
+17,492
307
$31.1M 0.05%
130,540
-2,996
308
$30.9M 0.05%
417,876
-11,197
309
$30.6M 0.05%
204,291
-34,073
310
$30.6M 0.05%
346,163
-31,001
311
$30.4M 0.05%
478,741
+86,364
312
$30.1M 0.05%
587,881
+33,315
313
$29.9M 0.05%
414,854
-559,902
314
$29.8M 0.05%
818,932
+158,317
315
$29.8M 0.05%
478,224
-19,866
316
$29.7M 0.05%
280,229
-1,275
317
$29.7M 0.05%
590,301
+35,873
318
$29.6M 0.05%
211,096
-89,022
319
$29.6M 0.05%
567,199
-66,448
320
$29.1M 0.05%
1,105,303
+1,837
321
$28.5M 0.04%
371,220
-26,430
322
$28.3M 0.04%
273,613
-199,340
323
$28.3M 0.04%
1,225,283
-39,809
324
$27.8M 0.04%
1,141,468
+18,208
325
$27.7M 0.04%
481,297
+49,301
11 12
13
14 15