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
926
$3.85M 0.01%
21,089
-2,933
927
$3.85M 0.01%
51,077
-61
928
$3.84M 0.01%
104,081
+9,139
929
$3.82M 0.01%
44,084
-15
930
$3.82M 0.01%
48,524
-18,284
931
$3.8M 0.01%
80,835
-4,193
932
$3.79M 0.01%
51,663
+4,397
933
$3.79M 0.01%
119,004
+7,722
934
$3.78M 0.01%
19,710
-596
935
$3.78M 0.01%
20,248
-17,373
936
$3.77M 0.01%
53,454
+3,369
937
$3.77M 0.01%
203,219
+31,054
938
$3.74M 0.01%
33,905
+25,953
939
$3.74M 0.01%
26,987
-1,919
940
$3.74M 0.01%
29,365
+20,394
941
$3.73M 0.01%
35,202
-254,828
942
$3.72M 0.01%
74,303
-9,312
943
$3.71M 0.01%
20,992
-97
944
$3.71M 0.01%
15,424
-3,187
945
$3.7M 0.01%
62,152
-5,445
946
$3.66M 0.01%
90,370
+1,202
947
$3.66M 0.01%
77,853
+9,953
948
$3.65M 0.01%
140,313
-4,261
949
$3.65M 0.01%
17,478
-577
950
$3.65M 0.01%
45,246
-69
36 37
38
39 40