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
51
$245M 0.38%
1,443,123
-729,856
52
$237M 0.37%
1,609,504
-351,793
53
$235M 0.37%
2,597,350
-1,072,860
54
$232M 0.36%
942,060
+11,313
55
$227M 0.36%
1,131,067
+35,407
56
$218M 0.34%
1,261,359
-2,795
57
$213M 0.33%
660,278
-25,670
58
$207M 0.32%
1,117,388
+475
59
$206M 0.32%
2,480,734
+424,104
60
$204M 0.32%
3,231,985
-76,764
61
$204M 0.32%
214,332
+8,067
62
$202M 0.32%
4,734,312
-197,471
63
$193M 0.3%
583,780
+20,841
64
$189M 0.3%
3,014,539
-8,534
65
$189M 0.3%
951,787
-38,889
66
$183M 0.29%
236,401
+2,830
67
$183M 0.29%
1,076,221
+82,094
68
$182M 0.29%
2,572,350
+38,280
69
$181M 0.28%
691,812
+86,877
70
$180M 0.28%
1,288,427
-104,618
71
$173M 0.27%
1,789,862
-45,444
72
$168M 0.26%
761,471
+231,122
73
$168M 0.26%
1,475,306
-555,381
74
$165M 0.26%
584,466
-133,227
75
$164M 0.26%
1,669,034
-93,278
1 2
3
4 5