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
1101
$2.65M ﹤0.01%
27,647
+3,118
1102
$2.62M ﹤0.01%
195,846
+3,601
1103
$2.62M ﹤0.01%
75,503
-558,493
1104
$2.61M ﹤0.01%
50,232
+26,695
1105
$2.6M ﹤0.01%
78,381
+22,481
1106
$2.6M ﹤0.01%
84,370
+6,913
1107
$2.59M ﹤0.01%
73,952
-6,622
1108
$2.59M ﹤0.01%
85,541
-38,073
1109
$2.59M ﹤0.01%
87,246
+22,994
1110
$2.58M ﹤0.01%
32,414
+235
1111
$2.58M ﹤0.01%
85,022
-9,747
1112
$2.58M ﹤0.01%
23,857
-18,106
1113
$2.57M ﹤0.01%
55,169
+15,572
1114
$2.55M ﹤0.01%
109,272
+22,423
1115
$2.55M ﹤0.01%
16,050
-8,111
1116
$2.55M ﹤0.01%
106,518
+7,317
1117
$2.52M ﹤0.01%
37,650
+927
1118
$2.52M ﹤0.01%
14,646
-590
1119
$2.52M ﹤0.01%
48,813
+11,246
1120
$2.52M ﹤0.01%
10,056
-105
1121
$2.51M ﹤0.01%
88,085
+1,476
1122
$2.51M ﹤0.01%
102,910
-15,170
1123
$2.51M ﹤0.01%
38,649
-504
1124
$2.51M ﹤0.01%
79,479
+5,591
1125
$2.49M ﹤0.01%
121,267
+8,736
43 44
45
46 47