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
851
$4.54M 0.01%
175,258
-20,750
852
$4.54M 0.01%
+134,428
853
$4.53M 0.01%
88,639
-842
854
$4.53M 0.01%
34,108
-349
855
$4.52M 0.01%
250,825
-13,524
856
$4.51M 0.01%
94,083
-303,119
857
$4.49M 0.01%
41,347
-74,479
858
$4.47M 0.01%
54,698
+454
859
$4.47M 0.01%
128,270
-7,586
860
$4.45M 0.01%
256,465
+21,031
861
$4.45M 0.01%
163,684
+1,132
862
$4.43M 0.01%
44,873
-31,455
863
$4.42M 0.01%
52,540
+316
864
$4.41M 0.01%
41,746
-3,097
865
$4.41M 0.01%
13,405
+460
866
$4.38M 0.01%
97,200
-527
867
$4.38M 0.01%
44,034
+12,286
868
$4.36M 0.01%
42,658
+2,908
869
$4.36M 0.01%
29,816
+5,448
870
$4.36M 0.01%
111,080
+683
871
$4.35M 0.01%
27,754
-7,780
872
$4.35M 0.01%
114,610
+63,390
873
$4.34M 0.01%
44,612
-4,522
874
$4.34M 0.01%
16,580
-186
875
$4.33M 0.01%
71,058
+998
33 34
35
36 37