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
826
$4.97M 0.01%
58,766
-151,726
827
$4.97M 0.01%
117,127
+7,900
828
$4.95M 0.01%
106,176
+577
829
$4.89M 0.01%
228,794
+4,463
830
$4.88M 0.01%
8,122
-498
831
$4.87M 0.01%
68,062
-1,842
832
$4.86M 0.01%
135,138
-4,224
833
$4.83M 0.01%
203,511
+24,234
834
$4.82M 0.01%
10,251
-354
835
$4.81M 0.01%
170,916
+8,688
836
$4.79M 0.01%
272,689
+63,696
837
$4.74M 0.01%
43,519
+1,067
838
$4.74M 0.01%
29,833
-20,513
839
$4.71M 0.01%
167,355
+9,416
840
$4.69M 0.01%
17,785
+1,096
841
$4.68M 0.01%
56,863
-12,756
842
$4.65M 0.01%
265,177
-45,947
843
$4.65M 0.01%
48,463
-949
844
$4.65M 0.01%
45,611
+2,366
845
$4.65M 0.01%
44,361
+210
846
$4.62M 0.01%
63,135
+8,136
847
$4.61M 0.01%
111,071
-41,787
848
$4.61M 0.01%
197,649
+6,796
849
$4.6M 0.01%
360,571
+5,400
850
$4.6M 0.01%
25,307
-1,983
32 33
34
35 36