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
676
$7.52M 0.01%
94,928
+38,980
677
$7.51M 0.01%
210,436
-5,992
678
$7.49M 0.01%
182,323
-2,337
679
$7.45M 0.01%
88,904
-10,985
680
$7.44M 0.01%
103,735
+5,099
681
$7.37M 0.01%
176,249
-1,370
682
$7.35M 0.01%
57,503
-6,803
683
$7.28M 0.01%
74,462
-3,436
684
$7.28M 0.01%
250,317
+1,532
685
$7.27M 0.01%
190,979
+7,362
686
$7.27M 0.01%
59,342
+176
687
$7.24M 0.01%
25,216
-5,401
688
$7.23M 0.01%
66,404
-555
689
$7.23M 0.01%
60,908
+19,037
690
$7.18M 0.01%
680,288
-94,423
691
$7.16M 0.01%
301,695
+2,258
692
$7.14M 0.01%
629,996
-136,823
693
$7.13M 0.01%
19,335
-1,808
694
$7.12M 0.01%
44,854
-39,504
695
$7.12M 0.01%
36,746
-2,923
696
$7.09M 0.01%
169,112
-119,285
697
$7.09M 0.01%
132,662
-17,690
698
$7.07M 0.01%
35,221
+2,177
699
$7.05M 0.01%
212,530
+6,219
700
$7.05M 0.01%
130,674
-69,162
26 27
28
29 30