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
1301
$1.65M ﹤0.01%
17,002
+653
1302
$1.65M ﹤0.01%
38,371
+1,330
1303
$1.65M ﹤0.01%
25,762
-55,147
1304
$1.65M ﹤0.01%
1,297
+24
1305
$1.64M ﹤0.01%
34,657
-13,450
1306
$1.63M ﹤0.01%
20,552
+310
1307
$1.63M ﹤0.01%
30,753
+4,124
1308
$1.63M ﹤0.01%
31,902
-1,760
1309
$1.61M ﹤0.01%
180,150
-35,894
1310
$1.61M ﹤0.01%
30,129
+400
1311
$1.61M ﹤0.01%
39,657
+10,877
1312
$1.61M ﹤0.01%
13,994
-404
1313
$1.58M ﹤0.01%
45,278
-4,315
1314
$1.58M ﹤0.01%
22,699
+1,826
1315
$1.58M ﹤0.01%
91,727
-3,315
1316
$1.58M ﹤0.01%
45,254
-5,242
1317
$1.58M ﹤0.01%
7,457
+845
1318
$1.58M ﹤0.01%
+51,142
1319
$1.58M ﹤0.01%
11,994
-819
1320
$1.58M ﹤0.01%
6,369
-1,770
1321
$1.57M ﹤0.01%
6,660
+789
1322
$1.57M ﹤0.01%
37,047
-796
1323
$1.56M ﹤0.01%
1,039
+144
1324
$1.56M ﹤0.01%
92,532
+27,821
1325
$1.55M ﹤0.01%
65,995
-7,404
51 52
53
54 55