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
901
$4.15M 0.01%
102,614
+1,675
902
$4.11M 0.01%
43,935
-5,908
903
$4.1M 0.01%
53,069
-10,096
904
$4.09M 0.01%
120,466
+8,554
905
$4.09M 0.01%
104,231
-18,377
906
$4.08M 0.01%
85,731
+4,964
907
$4.08M 0.01%
28,410
-3,419
908
$4.07M 0.01%
185,015
+28,907
909
$4.07M 0.01%
118,716
+14,457
910
$4.06M 0.01%
107,869
+421
911
$4.06M 0.01%
16,496
+412
912
$4.04M 0.01%
154,670
+288
913
$4.02M 0.01%
42,469
-2,121
914
$4M 0.01%
49,830
+797
915
$3.99M 0.01%
140,151
+785
916
$3.97M 0.01%
35,448
-1,047
917
$3.96M 0.01%
77,710
-4,554
918
$3.96M 0.01%
121,587
-3,345
919
$3.94M 0.01%
173,395
-1,520
920
$3.94M 0.01%
34,803
-24,936
921
$3.91M 0.01%
58,932
-5,915
922
$3.9M 0.01%
9,070
-7,743
923
$3.9M 0.01%
67,574
-1,903
924
$3.89M 0.01%
98,045
+3,808
925
$3.85M 0.01%
378,367
-20,016
35 36
37
38 39