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
351
$24.2M 0.04%
226,502
-12,222
352
$24M 0.04%
269,643
-447,469
353
$23.9M 0.04%
569,505
+20,300
354
$23.9M 0.04%
229,911
-10,481
355
$23.9M 0.04%
87,195
-13,660
356
$23.8M 0.04%
125,726
-21,437
357
$23.8M 0.04%
45,115
-468
358
$23.8M 0.04%
1,620,276
-109,023
359
$23.7M 0.04%
976,350
-4,460
360
$23.7M 0.04%
303,723
-8,939
361
$23.4M 0.04%
496,395
-219,177
362
$23.4M 0.04%
107,014
+2,186
363
$23.3M 0.04%
159,952
-46,491
364
$23.1M 0.04%
152,656
-7,141
365
$23M 0.04%
66,276
-14,155
366
$22.9M 0.04%
152,890
-3,457
367
$22.9M 0.04%
275,675
-30,000
368
$22.7M 0.04%
967,419
-213,944
369
$22.5M 0.04%
680,299
+20,789
370
$22.4M 0.04%
116,424
-4,457
371
$22.4M 0.04%
381,506
-276,495
372
$22.2M 0.03%
96,411
+9,291
373
$21.9M 0.03%
754,269
+37,377
374
$21.7M 0.03%
409,296
-128,631
375
$21.6M 0.03%
113,094
-1,817
13 14
15
16 17