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
1051
$2.95M ﹤0.01%
53,131
+1,846
1052
$2.94M ﹤0.01%
125,329
-3,549
1053
$2.93M ﹤0.01%
40,539
-475
1054
$2.93M ﹤0.01%
24,204
+1,114
1055
$2.93M ﹤0.01%
+44,700
1056
$2.93M ﹤0.01%
8,494
-13,072
1057
$2.92M ﹤0.01%
93,204
+17,656
1058
$2.92M ﹤0.01%
96,532
-1,364
1059
$2.91M ﹤0.01%
76,793
+9,853
1060
$2.91M ﹤0.01%
+25,210
1061
$2.91M ﹤0.01%
127,236
-12,431
1062
$2.91M ﹤0.01%
57,962
+7,328
1063
$2.91M ﹤0.01%
159,234
+7,563
1064
$2.9M ﹤0.01%
159,792
-37,059
1065
$2.9M ﹤0.01%
55,358
1066
$2.89M ﹤0.01%
155,858
-25,628
1067
$2.87M ﹤0.01%
29,281
+2,088
1068
$2.85M ﹤0.01%
7,957
-683
1069
$2.85M ﹤0.01%
88,046
+3,408
1070
$2.83M ﹤0.01%
135,247
-2,027
1071
$2.83M ﹤0.01%
51,336
+2,355
1072
$2.82M ﹤0.01%
34,199
+1,433
1073
$2.82M ﹤0.01%
94,489
-35,343
1074
$2.82M ﹤0.01%
42,294
-315
1075
$2.82M ﹤0.01%
8,689
+1,782
41 42
43
44 45