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
376
$21.4M 0.03%
704,173
-1,220
377
$21.3M 0.03%
197,602
-19,476
378
$21.3M 0.03%
506,014
+76,311
379
$21.2M 0.03%
131,809
+2,047
380
$21.1M 0.03%
42,958
-1,714
381
$20.9M 0.03%
139,093
-23,907
382
$20.8M 0.03%
234,314
-51,015
383
$20.8M 0.03%
53,360
-9,742
384
$20.8M 0.03%
266,759
+9,660
385
$20.8M 0.03%
149,100
-5,081
386
$20.8M 0.03%
190,751
-14,195
387
$20.7M 0.03%
348,973
-6,256
388
$20.7M 0.03%
114,251
-21,237
389
$20.7M 0.03%
825,447
+37,803
390
$20.3M 0.03%
201,115
-296,430
391
$20.2M 0.03%
418,608
+38,477
392
$20.2M 0.03%
823,618
-18,206
393
$20.2M 0.03%
75,227
-32,848
394
$20M 0.03%
256,440
+5,962
395
$19.9M 0.03%
204,266
-1,407
396
$19.7M 0.03%
51,499
-705
397
$19.6M 0.03%
312,772
+39,242
398
$19.5M 0.03%
288,501
+3,874
399
$19.5M 0.03%
1,023,994
+259,704
400
$19.5M 0.03%
1,005,911
+51,976
14 15
16
17 18