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
1026
$3.12M ﹤0.01%
30,263
-1,142
1027
$3.12M ﹤0.01%
129,001
1028
$3.1M ﹤0.01%
30,959
-8,001
1029
$3.1M ﹤0.01%
87,925
+1,314
1030
$3.09M ﹤0.01%
48,768
+24
1031
$3.08M ﹤0.01%
104,386
+3,651
1032
$3.08M ﹤0.01%
147,465
+3,355
1033
$3.08M ﹤0.01%
37,414
+2,472
1034
$3.06M ﹤0.01%
39,515
-6,360
1035
$3.06M ﹤0.01%
66,009
+18,691
1036
$3.06M ﹤0.01%
76,458
-18
1037
$3.05M ﹤0.01%
18,111
+96
1038
$3.05M ﹤0.01%
9,114
+183
1039
$3.05M ﹤0.01%
36,254
-1,777
1040
$3.05M ﹤0.01%
29,694
+8,203
1041
$3.04M ﹤0.01%
65,457
-713
1042
$3.04M ﹤0.01%
98,495
-345,201
1043
$3.03M ﹤0.01%
+151,764
1044
$3.02M ﹤0.01%
30,316
-3,149
1045
$3M ﹤0.01%
27,384
-1,251
1046
$2.99M ﹤0.01%
100,967
-13,638
1047
$2.98M ﹤0.01%
23,662
+195
1048
$2.97M ﹤0.01%
20,987
-1,162
1049
$2.96M ﹤0.01%
46,727
+6,566
1050
$2.96M ﹤0.01%
88,561
+10,913
40 41
42
43 44