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
626
$8.78M 0.01%
231,805
+23,929
627
$8.76M 0.01%
326,534
-59,868
628
$8.76M 0.01%
382,824
+12,473
629
$8.7M 0.01%
49,283
+5,509
630
$8.69M 0.01%
163,773
-2,719
631
$8.69M 0.01%
171,751
+79,284
632
$8.68M 0.01%
67,004
-122,773
633
$8.68M 0.01%
413,054
-141,133
634
$8.66M 0.01%
128,959
-16,079
635
$8.61M 0.01%
366,820
+10,716
636
$8.61M 0.01%
57,560
-91
637
$8.59M 0.01%
188,262
+30,924
638
$8.51M 0.01%
415,764
+25,243
639
$8.5M 0.01%
24,971
-1,372
640
$8.49M 0.01%
243,728
-18,552
641
$8.46M 0.01%
130,720
-109,966
642
$8.41M 0.01%
52,773
+3,435
643
$8.39M 0.01%
102,989
-16,061
644
$8.37M 0.01%
121,039
-20,106
645
$8.34M 0.01%
287,179
-1,203,463
646
$8.34M 0.01%
31,059
-12,607
647
$8.31M 0.01%
489,996
+74,126
648
$8.27M 0.01%
428,260
-76,655
649
$8.26M 0.01%
151,251
+1,687
650
$8.24M 0.01%
297,462
+10,638
24 25
26
27 28