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
1251
$1.84M ﹤0.01%
37,897
+1,123
1252
$1.84M ﹤0.01%
10,573
+8,301
1253
$1.84M ﹤0.01%
39,453
+6,720
1254
$1.83M ﹤0.01%
19,100
-2,957
1255
$1.83M ﹤0.01%
29,743
-3,735
1256
$1.83M ﹤0.01%
37,423
-5,703
1257
$1.82M ﹤0.01%
19,447
-872
1258
$1.82M ﹤0.01%
37,874
+12,368
1259
$1.82M ﹤0.01%
34,420
+1,011
1260
$1.8M ﹤0.01%
28,483
-12,043
1261
$1.8M ﹤0.01%
183
-9
1262
$1.8M ﹤0.01%
42,568
-3,179
1263
$1.78M ﹤0.01%
48,859
-87,708
1264
$1.78M ﹤0.01%
10,689
-82,664
1265
$1.78M ﹤0.01%
51,220
+8,745
1266
$1.77M ﹤0.01%
50,994
+233
1267
$1.76M ﹤0.01%
19,917
-1,276
1268
$1.76M ﹤0.01%
18,008
-1,280
1269
$1.76M ﹤0.01%
23,128
+265
1270
$1.75M ﹤0.01%
31,256
-52,748
1271
$1.75M ﹤0.01%
47,681
-232
1272
$1.75M ﹤0.01%
+54,200
1273
$1.75M ﹤0.01%
34,990
-857
1274
$1.75M ﹤0.01%
82,022
+1,708
1275
$1.74M ﹤0.01%
35,944
-2,139
49 50
51
52 53