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
751
$6.08M 0.01%
169,173
-15,874
752
$6.06M 0.01%
65,426
-1,218
753
$6.01M 0.01%
20,069
-229
754
$5.97M 0.01%
32,785
+3,172
755
$5.94M 0.01%
115,871
-590,489
756
$5.92M 0.01%
177,847
+69,751
757
$5.91M 0.01%
36,304
-3,940
758
$5.88M 0.01%
184,978
+158,835
759
$5.88M 0.01%
52,223
-119
760
$5.86M 0.01%
186,058
+7,725
761
$5.86M 0.01%
57,445
+16,179
762
$5.86M 0.01%
44,946
+7,924
763
$5.85M 0.01%
113,708
-10,256
764
$5.81M 0.01%
83,920
+3,010
765
$5.81M 0.01%
52,882
-2,972
766
$5.78M 0.01%
227,449
-2,964
767
$5.78M 0.01%
45,553
+417
768
$5.77M 0.01%
123,297
-4,786
769
$5.75M 0.01%
55,358
-4,061
770
$5.75M 0.01%
122,027
+3,723
771
$5.72M 0.01%
114,086
-2,292
772
$5.71M 0.01%
54,228
-7,168
773
$5.7M 0.01%
136,678
-3,590
774
$5.68M 0.01%
112,135
+30,993
775
$5.67M 0.01%
10,198
+212
29 30
31
32 33