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
101
$122M 0.19%
28,978
+1,174
102
$122M 0.19%
299,863
-69,084
103
$121M 0.19%
340,911
-67,758
104
$120M 0.19%
938,967
-34,148
105
$119M 0.19%
1,842,347
-2,320,500
106
$119M 0.19%
1,065,945
+141,455
107
$119M 0.19%
490,422
+47,435
108
$118M 0.19%
1,082,061
+104,626
109
$118M 0.19%
240,794
+5,886
110
$117M 0.18%
492,394
-6,932
111
$116M 0.18%
2,208,369
+51,019
112
$112M 0.18%
5,074,428
-103,311
113
$110M 0.17%
1,153,859
-44,395
114
$110M 0.17%
640,780
+29,126
115
$109M 0.17%
392,442
-109,777
116
$109M 0.17%
396,438
-13,813
117
$108M 0.17%
2,034,596
-367,415
118
$106M 0.17%
1,252,431
-18,437
119
$104M 0.16%
1,474,022
+738,789
120
$104M 0.16%
375,792
-475,598
121
$104M 0.16%
209,442
-354,547
122
$103M 0.16%
2,030,970
+889,009
123
$102M 0.16%
400,298
+18,124
124
$101M 0.16%
783,311
-3,895
125
$100M 0.16%
642,171
+24,325
3 4
5
6 7