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
1151
$2.34M ﹤0.01%
14,868
+980
1152
$2.33M ﹤0.01%
171,009
-9,438
1153
$2.33M ﹤0.01%
21,815
-8,859
1154
$2.33M ﹤0.01%
45,521
+10,211
1155
$2.33M ﹤0.01%
52,441
-1,319
1156
$2.32M ﹤0.01%
18,103
+3,666
1157
$2.31M ﹤0.01%
40,424
+1,154
1158
$2.31M ﹤0.01%
60,253
-6,058
1159
$2.3M ﹤0.01%
42,000
+2,431
1160
$2.3M ﹤0.01%
1,357
-446
1161
$2.3M ﹤0.01%
20,881
-1,611
1162
$2.3M ﹤0.01%
93,624
-2,563
1163
$2.29M ﹤0.01%
23,235
-1,336
1164
$2.29M ﹤0.01%
88,568
+2,393
1165
$2.29M ﹤0.01%
34,664
-35,731
1166
$2.29M ﹤0.01%
58,514
-3,350
1167
$2.28M ﹤0.01%
4,628
+40
1168
$2.28M ﹤0.01%
46,990
+2,588
1169
$2.27M ﹤0.01%
79,180
-2,100
1170
$2.27M ﹤0.01%
53,739
+5,007
1171
$2.26M ﹤0.01%
7,238
+1,244
1172
$2.26M ﹤0.01%
26,249
-6,214
1173
$2.26M ﹤0.01%
37,519
+2,545
1174
$2.25M ﹤0.01%
17,399
+631
1175
$2.25M ﹤0.01%
9,822
+1,917
45 46
47
48 49