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
476
$14.4M 0.02%
103,143
-8,179
477
$14.4M 0.02%
378,306
+316,749
478
$14.2M 0.02%
142,186
+53,814
479
$14M 0.02%
53,147
-2,572
480
$13.7M 0.02%
543,948
+9,037
481
$13.6M 0.02%
318,094
-5,794
482
$13.6M 0.02%
391,370
-46,705
483
$13.6M 0.02%
286,341
-15,108
484
$13.6M 0.02%
253,769
-149,012
485
$13.5M 0.02%
129,983
-13,232
486
$13.5M 0.02%
350,049
-16,180
487
$13.5M 0.02%
344,276
-195,369
488
$13.4M 0.02%
151,256
-8,663
489
$13.2M 0.02%
223,249
+16,311
490
$13.2M 0.02%
27,778
+878
491
$13.2M 0.02%
91,710
-234,413
492
$13.2M 0.02%
357,274
+24,406
493
$13.1M 0.02%
121,938
+66,916
494
$13M 0.02%
353,608
+14,590
495
$13M 0.02%
149,172
-8,764
496
$12.9M 0.02%
79,344
-18,796
497
$12.9M 0.02%
147,242
+4,668
498
$12.9M 0.02%
51,712
-1,332
499
$12.8M 0.02%
170,832
-12,868
500
$12.8M 0.02%
353,081
-7,311
18 19
20
21 22