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
776
$5.64M 0.01%
59,497
-1,288
777
$5.63M 0.01%
211,267
-24,163
778
$5.62M 0.01%
+417,962
779
$5.59M 0.01%
27,308
+1,683
780
$5.59M 0.01%
106,599
-322
781
$5.58M 0.01%
19,391
-4,406
782
$5.58M 0.01%
10,491
-9,706
783
$5.56M 0.01%
70,909
-85,255
784
$5.55M 0.01%
38,117
+2,758
785
$5.52M 0.01%
77,775
-4,374
786
$5.51M 0.01%
19,036
-398
787
$5.49M 0.01%
90,275
+20,716
788
$5.49M 0.01%
268,389
-17,262
789
$5.47M 0.01%
114,627
+27,020
790
$5.46M 0.01%
36,748
-1,597
791
$5.45M 0.01%
34,442
-50,363
792
$5.44M 0.01%
139,774
+33,365
793
$5.43M 0.01%
53,994
+19,017
794
$5.42M 0.01%
54,870
-22,699
795
$5.41M 0.01%
19,948
-8,200
796
$5.4M 0.01%
77,436
-7,401
797
$5.4M 0.01%
68,116
-2,030
798
$5.39M 0.01%
68,822
-297
799
$5.39M 0.01%
+104,746
800
$5.38M 0.01%
44,942
-8,613
30 31
32
33 34