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
601
$9.43M 0.01%
218,398
+82,694
602
$9.43M 0.01%
349,014
+6,608
603
$9.37M 0.01%
95,455
+1,783
604
$9.36M 0.01%
266,544
+1,980
605
$9.3M 0.01%
247,105
-79,696
606
$9.3M 0.01%
361,080
-6,364
607
$9.29M 0.01%
18,353
-4,302
608
$9.27M 0.01%
326,235
+53,752
609
$9.26M 0.01%
83,754
-4,909
610
$9.24M 0.01%
62,440
+40,636
611
$9.23M 0.01%
181,604
-16,605
612
$9.21M 0.01%
279,364
-17,282
613
$9.19M 0.01%
32,663
+1,847
614
$9.1M 0.01%
194,647
-11,214
615
$9.08M 0.01%
47,335
+11,589
616
$9.05M 0.01%
74,805
-2,208
617
$8.99M 0.01%
77,969
-4,313
618
$8.99M 0.01%
162,754
-5,297
619
$8.94M 0.01%
127,610
-61,557
620
$8.89M 0.01%
25,703
-277
621
$8.88M 0.01%
17,514
-2,225
622
$8.87M 0.01%
367,386
+10,414
623
$8.83M 0.01%
74,488
-21,247
624
$8.82M 0.01%
77,009
-930
625
$8.78M 0.01%
116,671
-170,565
23 24
25
26 27