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
426
$17.9M 0.03%
230,024
-20,035
427
$17.8M 0.03%
1,624,485
-10,272
428
$17.8M 0.03%
689,634
+11,011
429
$17.7M 0.03%
334,301
+28,813
430
$17.6M 0.03%
383,905
+106,893
431
$17.6M 0.03%
189,603
-184,981
432
$17.6M 0.03%
68,857
+23,193
433
$17.5M 0.03%
881,304
+93,762
434
$17.3M 0.03%
236,090
+4,924
435
$17.1M 0.03%
164,161
-362
436
$17M 0.03%
110,871
-285,501
437
$17M 0.03%
21,035
-12,088
438
$17M 0.03%
940,739
-17,907
439
$17M 0.03%
254,920
-22,750
440
$16.9M 0.03%
65,655
+8,751
441
$16.8M 0.03%
84,490
-21,703
442
$16.7M 0.03%
56,910
-3,119
443
$16.6M 0.03%
718,592
-37,032
444
$16.6M 0.03%
133,260
-262,101
445
$16.5M 0.03%
238,209
+30,827
446
$16.3M 0.03%
313,146
+23,394
447
$16.2M 0.03%
309,041
+11,494
448
$16.2M 0.03%
129,367
-10,901
449
$16.2M 0.03%
181,236
-3,388
450
$16.1M 0.03%
65,979
-22,609
16 17
18
19 20