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
76
$159M 0.25%
587,958
-13,115
77
$158M 0.25%
269,817
+3,465
78
$157M 0.25%
1,436,695
-1,811,479
79
$157M 0.25%
349,190
+14,949
80
$155M 0.24%
1,150,572
-31,359
81
$155M 0.24%
1,982,409
+3,005
82
$151M 0.24%
684,425
-68,543
83
$149M 0.23%
1,519,970
-75,387
84
$145M 0.23%
373,389
+19,126
85
$141M 0.22%
534,862
-21,198
86
$140M 0.22%
1,728,772
+8,605
87
$138M 0.22%
935,120
+96,406
88
$138M 0.22%
278,842
+1,066
89
$138M 0.22%
461,651
+14,093
90
$137M 0.22%
451,043
-3,792
91
$135M 0.21%
259,090
-290,984
92
$135M 0.21%
1,400,271
-13,271
93
$133M 0.21%
2,022,846
+209,256
94
$132M 0.21%
2,652,851
+187,492
95
$129M 0.2%
2,440,604
-153,737
96
$128M 0.2%
1,776,293
+41,460
97
$127M 0.2%
405,136
-860
98
$125M 0.2%
877,892
-12,596
99
$124M 0.19%
3,114,550
-97,718
100
$122M 0.19%
605,987
-63,569
2 3
4
5 6