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
326
$27.6M 0.04%
269,484
-609,132
327
$27.2M 0.04%
691,640
+17,125
328
$27.1M 0.04%
217,190
+55,652
329
$27.1M 0.04%
419,808
-20,703
330
$27.1M 0.04%
201,953
+31,668
331
$26.4M 0.04%
450,605
+31,832
332
$26.1M 0.04%
286,199
-322,306
333
$25.9M 0.04%
218,651
-17,622
334
$25.8M 0.04%
563,373
-53,781
335
$25.8M 0.04%
215,787
+24,029
336
$25.8M 0.04%
442,600
-17,180
337
$25.2M 0.04%
24,277
-2,252
338
$25M 0.04%
563,946
+68,747
339
$25M 0.04%
1,388,822
-2,496,429
340
$24.9M 0.04%
159,950
-113,111
341
$24.9M 0.04%
396,317
-169,457
342
$24.7M 0.04%
214,283
+182,737
343
$24.7M 0.04%
76,612
+2,227
344
$24.6M 0.04%
230,733
+295
345
$24.5M 0.04%
423,887
-166,009
346
$24.4M 0.04%
456,084
+294,969
347
$24.4M 0.04%
86,479
+7,699
348
$24.3M 0.04%
2,167,734
-929,612
349
$24.3M 0.04%
291,967
+9,228
350
$24.3M 0.04%
970,022
+49,790
12 13
14
15 16