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
1001
$3.27M 0.01%
11,117
-362
1002
$3.27M 0.01%
36,281
+3,768
1003
$3.27M 0.01%
61,723
+2,303
1004
$3.26M 0.01%
106,827
-9,754
1005
$3.25M 0.01%
62,799
-1,011
1006
$3.25M 0.01%
45,072
-2,990
1007
$3.25M 0.01%
20,911
+1,617
1008
$3.24M 0.01%
141,417
-3,815
1009
$3.24M 0.01%
37,232
-540
1010
$3.23M 0.01%
10,933
-9,774
1011
$3.22M 0.01%
16,842
+4,214
1012
$3.22M 0.01%
30,963
+3,227
1013
$3.22M 0.01%
51,302
+26
1014
$3.21M 0.01%
20,058
-309
1015
$3.2M 0.01%
77,743
+30,377
1016
$3.2M 0.01%
73,556
+1,568
1017
$3.19M 0.01%
70,408
+31,994
1018
$3.18M 0.01%
+103,611
1019
$3.17M 0.01%
146,674
+6,154
1020
$3.17M 0.01%
42,431
+1,203
1021
$3.17M 0.01%
17,520
-40,272
1022
$3.15M ﹤0.01%
130,182
-18,883
1023
$3.14M ﹤0.01%
411,212
-20,990
1024
$3.13M ﹤0.01%
8,330
-25,918
1025
$3.13M ﹤0.01%
97,058
+5,800
39 40
41
42 43