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
501
$12.8M 0.02%
258,307
+4,830
502
$12.6M 0.02%
109,376
-3,421
503
$12.6M 0.02%
144,775
-12
504
$12.6M 0.02%
38,438
-11,336
505
$12.6M 0.02%
65,818
-8,907
506
$12.5M 0.02%
192,432
+8,991
507
$12.5M 0.02%
114,021
+3,721
508
$12.5M 0.02%
111,711
-6,246
509
$12.5M 0.02%
131,898
+675
510
$12.4M 0.02%
113,088
+10,603
511
$12.4M 0.02%
163,855
+1,839
512
$12.4M 0.02%
216,822
+2,290
513
$12.4M 0.02%
54,134
-20,095
514
$12.3M 0.02%
24,402
-14,766
515
$12.3M 0.02%
28,072
+357
516
$12.3M 0.02%
320,339
+31,611
517
$12.2M 0.02%
281,760
-63,613
518
$12.2M 0.02%
7,796
-7,624
519
$12.2M 0.02%
92,696
-16,396
520
$12.2M 0.02%
5,947
-367
521
$12.2M 0.02%
35,331
+106
522
$12.2M 0.02%
92,768
-16,175
523
$12.2M 0.02%
126,170
-13,359
524
$12.1M 0.02%
115,741
-12,105
525
$12.1M 0.02%
238,648
+567
19 20
21
22 23