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
1226
$1.95M ﹤0.01%
49,924
-1,465
1227
$1.94M ﹤0.01%
26,786
-76,461
1228
$1.94M ﹤0.01%
19,016
+3,367
1229
$1.94M ﹤0.01%
13,409
+2,193
1230
$1.94M ﹤0.01%
27,206
-2,195
1231
$1.93M ﹤0.01%
62,370
-698
1232
$1.92M ﹤0.01%
97,364
-28,310
1233
$1.92M ﹤0.01%
47,986
-100
1234
$1.91M ﹤0.01%
28,879
-10,089
1235
$1.91M ﹤0.01%
203,861
+41,961
1236
$1.91M ﹤0.01%
1,488
+1
1237
$1.91M ﹤0.01%
14,497
+273
1238
$1.9M ﹤0.01%
31,382
+1,751
1239
$1.9M ﹤0.01%
123,016
+47,830
1240
$1.89M ﹤0.01%
21,083
1241
$1.89M ﹤0.01%
18,942
+2,626
1242
$1.88M ﹤0.01%
18,795
-63,324
1243
$1.88M ﹤0.01%
15,114
+3,433
1244
$1.88M ﹤0.01%
11,465
-10,961
1245
$1.88M ﹤0.01%
40,352
1246
$1.88M ﹤0.01%
67,196
+43,941
1247
$1.87M ﹤0.01%
11,102
-1,375
1248
$1.86M ﹤0.01%
10,694
+611
1249
$1.86M ﹤0.01%
7,321
-1,615
1250
$1.85M ﹤0.01%
44,780
+1,177
48 49
50
51 52