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
451
$16M 0.03%
129,991
-9,472
452
$15.9M 0.02%
234,433
+7,021
453
$15.8M 0.02%
283,948
+5,522
454
$15.7M 0.02%
42,330
-4,016
455
$15.6M 0.02%
141,114
-43,201
456
$15.4M 0.02%
158,388
-33,548
457
$15.3M 0.02%
236,338
+20,964
458
$15.2M 0.02%
129,383
+1,852
459
$15.2M 0.02%
232,290
+1,529
460
$15.1M 0.02%
335,040
-40,631
461
$15.1M 0.02%
246,736
+70,515
462
$15.1M 0.02%
938,337
-6,123
463
$15M 0.02%
33,430
-16,983
464
$15M 0.02%
209,914
+1,196
465
$15M 0.02%
196,010
+3,602
466
$14.9M 0.02%
67,512
+2,481
467
$14.8M 0.02%
424,547
-375,984
468
$14.8M 0.02%
166,077
-2,468
469
$14.8M 0.02%
181,720
+9,123
470
$14.8M 0.02%
153,455
+53,215
471
$14.7M 0.02%
713,953
+19,256
472
$14.7M 0.02%
97,470
-26,896
473
$14.7M 0.02%
117,454
+15,629
474
$14.6M 0.02%
105,085
+1,410
475
$14.6M 0.02%
538,741
+40,688
17 18
19
20 21