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
26
$435M 0.68%
2,821,570
-339,704
27
$432M 0.68%
2,187,446
-689,014
28
$418M 0.66%
2,202,074
-65,136
29
$408M 0.64%
2,459,590
-175,177
30
$394M 0.62%
7,490,142
+11,187
31
$393M 0.62%
3,460,795
-302,348
32
$390M 0.61%
1,016,447
+24,445
33
$372M 0.58%
3,878,172
+477,053
34
$362M 0.57%
7,980,573
+2,171,171
35
$360M 0.56%
616,056
-282,350
36
$341M 0.53%
1,479,960
-622,548
37
$338M 0.53%
734,357
-5,792
38
$319M 0.5%
3,952,064
+8,076
39
$319M 0.5%
359,674
+8,006
40
$318M 0.5%
3,612,734
-62,645
41
$310M 0.49%
1,401,967
+17,736
42
$308M 0.48%
1,806,714
-295,232
43
$292M 0.46%
3,506,749
-753,342
44
$288M 0.45%
1,777,541
-345,315
45
$282M 0.44%
2,360,627
-54,455
46
$277M 0.43%
312,996
-3,997
47
$272M 0.43%
2,242,013
+55,107
48
$271M 0.42%
3,238,203
-166,803
49
$261M 0.41%
2,225,245
-88,324
50
$258M 0.4%
2,127,950
+205,411
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