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
576
$10.3M 0.02%
59,202
+6,679
577
$10.3M 0.02%
73,238
-7,517
578
$10.3M 0.02%
5,276
+120
579
$10.2M 0.02%
108,625
-13,935
580
$10.1M 0.02%
160,254
+1,650
581
$10.1M 0.02%
62,141
-5,641
582
$10.1M 0.02%
108,419
-121
583
$10.1M 0.02%
176,352
-25,020
584
$10.1M 0.02%
99,597
+31,100
585
$10.1M 0.02%
203,940
-18,632
586
$10M 0.02%
290,983
+11,016
587
$10M 0.02%
26,622
-2,006
588
$10M 0.02%
126,934
-10,283
589
$10M 0.02%
207,390
+4,488
590
$10M 0.02%
30,891
-447
591
$9.98M 0.02%
34,208
+815
592
$9.93M 0.02%
61,384
-20,406
593
$9.91M 0.02%
280,804
594
$9.87M 0.02%
500,601
+438,591
595
$9.82M 0.02%
102,800
-8,111
596
$9.77M 0.02%
88,537
-7,773
597
$9.76M 0.02%
508,424
+272,032
598
$9.69M 0.02%
171,270
+8,479
599
$9.48M 0.01%
262,493
-17,315
600
$9.46M 0.01%
83,796
-7,042
22 23
24
25 26