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
801
$5.38M 0.01%
30,081
+180
802
$5.34M 0.01%
23,907
-1,683
803
$5.34M 0.01%
26,335
-6,839
804
$5.32M 0.01%
147,907
-1,603
805
$5.31M 0.01%
59,425
-143
806
$5.25M 0.01%
73,894
-1,072
807
$5.24M 0.01%
70,238
+6,819
808
$5.22M 0.01%
12,197
-1,061
809
$5.22M 0.01%
60,188
-17,195
810
$5.22M 0.01%
125,766
+66,852
811
$5.2M 0.01%
13,569
+2,857
812
$5.17M 0.01%
49,662
+27
813
$5.14M 0.01%
28,583
+8,479
814
$5.12M 0.01%
125,261
-28,045
815
$5.11M 0.01%
38,281
+1,181
816
$5.11M 0.01%
102,638
+43,138
817
$5.09M 0.01%
125,490
-76,963
818
$5.08M 0.01%
64,719
-3,697
819
$5.06M 0.01%
60,274
-989
820
$5.05M 0.01%
38,674
+10,977
821
$5.04M 0.01%
210,490
-40,806
822
$5.03M 0.01%
50,972
-712
823
$5.01M 0.01%
154,186
-313,061
824
$5M 0.01%
23,229
-850
825
$4.98M 0.01%
26,126
+874
31 32
33
34 35