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
526
$12.1M 0.02%
8,458
+24
527
$11.9M 0.02%
45,810
-419
528
$11.9M 0.02%
54,021
-107,455
529
$11.9M 0.02%
19,673
-1,639
530
$11.8M 0.02%
42,789
+2,494
531
$11.8M 0.02%
71,963
+183
532
$11.8M 0.02%
3,745
-634
533
$11.7M 0.02%
141,400
-87,139
534
$11.7M 0.02%
187,175
-2,703
535
$11.6M 0.02%
65,903
+21,311
536
$11.6M 0.02%
317,471
-52,982
537
$11.6M 0.02%
53,999
+1,062
538
$11.5M 0.02%
91,286
-8,298
539
$11.5M 0.02%
238,272
+4,331
540
$11.5M 0.02%
86,537
-2,161
541
$11.4M 0.02%
87,416
-4,805
542
$11.4M 0.02%
398,524
-1,160
543
$11.4M 0.02%
84,483
-3,801
544
$11.3M 0.02%
46,231
+183
545
$11.2M 0.02%
467,080
-2,146
546
$11.2M 0.02%
439,436
+4,786
547
$11.2M 0.02%
167,318
+123,822
548
$11.2M 0.02%
148,095
-108,117
549
$11.1M 0.02%
30,558
-214
550
$11.1M 0.02%
119,146
+5,823
20 21
22
23 24