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
1201
$2.08M ﹤0.01%
8,109
-51
1202
$2.08M ﹤0.01%
20,830
-14,345
1203
$2.08M ﹤0.01%
19,779
+2,010
1204
$2.05M ﹤0.01%
19,482
+15,244
1205
$2.05M ﹤0.01%
16,565
-4,852
1206
$2.03M ﹤0.01%
27,937
-2,243
1207
$2.03M ﹤0.01%
71,894
-7,374
1208
$2.03M ﹤0.01%
25,092
+1,317
1209
$2.03M ﹤0.01%
7,654
-350
1210
$2.03M ﹤0.01%
12,209
-11,966
1211
$2.03M ﹤0.01%
53,793
-1,712
1212
$2.02M ﹤0.01%
12,759
-785
1213
$2.01M ﹤0.01%
29,497
-1,141
1214
$2.01M ﹤0.01%
12,634
-3,709
1215
$2M ﹤0.01%
75,111
-14,199
1216
$1.99M ﹤0.01%
17,149
-121
1217
$1.99M ﹤0.01%
61,919
-8,325
1218
$1.99M ﹤0.01%
99,879
+8,428
1219
$1.98M ﹤0.01%
37,156
1220
$1.98M ﹤0.01%
8,203
-1,396
1221
$1.97M ﹤0.01%
18,847
-108
1222
$1.97M ﹤0.01%
29,062
-901
1223
$1.96M ﹤0.01%
+74,678
1224
$1.95M ﹤0.01%
38,639
+7,077
1225
$1.95M ﹤0.01%
306,667
+552
47 48
49
50 51