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
551
$11M 0.02%
18,928
-10,408
552
$11M 0.02%
82,450
+925
553
$11M 0.02%
96,095
-16,554
554
$11M 0.02%
61,786
-52,420
555
$11M 0.02%
184,775
-3,749
556
$11M 0.02%
155,099
-411,422
557
$11M 0.02%
99,442
-4,680
558
$10.9M 0.02%
290,268
+52,017
559
$10.8M 0.02%
160,708
-7,891
560
$10.8M 0.02%
23,560
-3,651
561
$10.8M 0.02%
51,504
-28,910
562
$10.8M 0.02%
298,681
+100,273
563
$10.7M 0.02%
316,516
+194,819
564
$10.7M 0.02%
97,559
-3,526
565
$10.6M 0.02%
49,627
-727
566
$10.6M 0.02%
172,923
-12,226
567
$10.6M 0.02%
45,973
-42,993
568
$10.6M 0.02%
281,862
-13,418
569
$10.6M 0.02%
110,220
+18,696
570
$10.6M 0.02%
70,060
+4,270
571
$10.5M 0.02%
130,681
-5,061
572
$10.5M 0.02%
942,353
+500
573
$10.4M 0.02%
184,186
-15,728
574
$10.4M 0.02%
108,656
-317,454
575
$10.3M 0.02%
215,390
+18,603
21 22
23
24 25