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
401
$19.4M 0.03%
382,317
+48,314
402
$19.4M 0.03%
73,522
+1,640
403
$19.3M 0.03%
554,126
+166,380
404
$19.2M 0.03%
215,391
+8,533
405
$19.2M 0.03%
379,085
-9,817
406
$19.1M 0.03%
158,453
-22,682
407
$19M 0.03%
198,039
+86,923
408
$18.9M 0.03%
836,763
-39,039
409
$18.8M 0.03%
472,929
-24,031
410
$18.8M 0.03%
131,984
-58,094
411
$18.8M 0.03%
210,429
+63,230
412
$18.7M 0.03%
195,225
-19,437
413
$18.7M 0.03%
124,027
-17,608
414
$18.6M 0.03%
282,383
-23,278
415
$18.5M 0.03%
360,774
+2,691
416
$18.5M 0.03%
220,695
+6,101
417
$18.5M 0.03%
272,631
-123,177
418
$18.5M 0.03%
70,407
+3,044
419
$18.4M 0.03%
308,115
-4,981
420
$18.2M 0.03%
9,883
+217
421
$18.1M 0.03%
179,866
-4,255
422
$18M 0.03%
443,042
-775
423
$17.9M 0.03%
220,716
-193,536
424
$17.9M 0.03%
266,174
+26,904
425
$17.9M 0.03%
480,862
+31,506
15 16
17
18 19