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
701
$7.02M 0.01%
71,679
-108,267
702
$7.02M 0.01%
285,314
+1,528
703
$7.01M 0.01%
104,152
-3,616
704
$7.01M 0.01%
169,187
+128,512
705
$7M 0.01%
53,714
-9,126
706
$6.98M 0.01%
98,082
-46,764
707
$6.97M 0.01%
95,555
+2,635
708
$6.93M 0.01%
117,059
-20,703
709
$6.88M 0.01%
194,249
-14,374
710
$6.88M 0.01%
133,457
+23,190
711
$6.87M 0.01%
239,195
+30,923
712
$6.8M 0.01%
72,464
+574
713
$6.76M 0.01%
154,472
+7,674
714
$6.73M 0.01%
34,192
-3,032
715
$6.72M 0.01%
227,272
+11,849
716
$6.72M 0.01%
87,657
+273
717
$6.71M 0.01%
290,516
+4,022
718
$6.7M 0.01%
134,283
-1,325
719
$6.67M 0.01%
140,382
-32,051
720
$6.63M 0.01%
15,482
+487
721
$6.63M 0.01%
219,231
-13,520
722
$6.63M 0.01%
536,547
+8,599
723
$6.62M 0.01%
66,026
+3,358
724
$6.61M 0.01%
248,004
+5,327
725
$6.6M 0.01%
106,296
-2,655
27 28
29
30 31