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
951
$3.64M 0.01%
56,062
+3,246
952
$3.61M 0.01%
124,847
+23,669
953
$3.61M 0.01%
41,306
+104
954
$3.61M 0.01%
31,411
-1,352
955
$3.61M 0.01%
142,011
-6,487
956
$3.6M 0.01%
172,720
-260,959
957
$3.6M 0.01%
78,685
-103,150
958
$3.59M 0.01%
26,575
-1,357
959
$3.58M 0.01%
37,992
+20,139
960
$3.57M 0.01%
33,654
-15,318
961
$3.56M 0.01%
135,476
-9,927
962
$3.56M 0.01%
59,558
-24,367
963
$3.56M 0.01%
75,714
-2,363
964
$3.55M 0.01%
106,701
-149,676
965
$3.54M 0.01%
36,925
-192
966
$3.53M 0.01%
28,431
+8,841
967
$3.52M 0.01%
138,219
-1,470
968
$3.52M 0.01%
6,034
-656
969
$3.52M 0.01%
244,636
-23,760
970
$3.52M 0.01%
152,203
+63,399
971
$3.51M 0.01%
173,541
+396
972
$3.48M 0.01%
43,706
+748
973
$3.47M 0.01%
148,213
+4,836
974
$3.47M 0.01%
31,168
+300
975
$3.47M 0.01%
11,547
-11,853
37 38
39
40 41