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
1076
$2.8M ﹤0.01%
258,112
-115,747
1077
$2.79M ﹤0.01%
81,970
+13,249
1078
$2.79M ﹤0.01%
10,734
-58
1079
$2.78M ﹤0.01%
71,204
1080
$2.75M ﹤0.01%
91,336
+4,011
1081
$2.75M ﹤0.01%
56,402
-1,134
1082
$2.75M ﹤0.01%
26,003
+725
1083
$2.74M ﹤0.01%
37,897
-8,359
1084
$2.74M ﹤0.01%
50,635
+8,218
1085
$2.73M ﹤0.01%
26,468
-4,284
1086
$2.73M ﹤0.01%
56,312
-5,375
1087
$2.73M ﹤0.01%
38,999
+275
1088
$2.72M ﹤0.01%
15,414
-10,523
1089
$2.72M ﹤0.01%
26,285
-3,277
1090
$2.71M ﹤0.01%
19,098
-5,340
1091
$2.69M ﹤0.01%
31,980
-36
1092
$2.69M ﹤0.01%
127,150
+10
1093
$2.68M ﹤0.01%
19,751
-582
1094
$2.67M ﹤0.01%
46,378
-1,302
1095
$2.67M ﹤0.01%
14,836
-19,535
1096
$2.67M ﹤0.01%
330,895
-16,649
1097
$2.66M ﹤0.01%
6,647
+180
1098
$2.65M ﹤0.01%
23,826
-10,496
1099
$2.65M ﹤0.01%
+18,974
1100
$2.65M ﹤0.01%
36,770
-65,415
42 43
44
45 46