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
651
$8.22M 0.01%
31,629
-17,499
652
$8.22M 0.01%
61,356
-5,561
653
$8.21M 0.01%
230,370
+40,589
654
$8.21M 0.01%
297,954
+33,134
655
$8.07M 0.01%
166,009
+2,172
656
$7.96M 0.01%
753,789
+39
657
$7.95M 0.01%
137,869
658
$7.92M 0.01%
66,625
+5,807
659
$7.86M 0.01%
34,735
-7,669
660
$7.83M 0.01%
62,083
-10,751
661
$7.81M 0.01%
17,835
-1,136
662
$7.8M 0.01%
178,191
-13,495
663
$7.78M 0.01%
37,791
-3,293
664
$7.74M 0.01%
+281,950
665
$7.73M 0.01%
+274,731
666
$7.72M 0.01%
97,598
-115
667
$7.71M 0.01%
44,842
+272
668
$7.64M 0.01%
257,416
-384,867
669
$7.62M 0.01%
81,242
-3,514
670
$7.59M 0.01%
130,217
+300
671
$7.58M 0.01%
206,414
-4,642
672
$7.55M 0.01%
51,838
-3,239
673
$7.54M 0.01%
43,926
-4,830
674
$7.53M 0.01%
148,353
-30,858
675
$7.53M 0.01%
287,988
+7,324
25 26
27
28 29