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
1401
$1.25M ﹤0.01%
22,060
-176
1402
$1.25M ﹤0.01%
29,471
-2,274
1403
$1.25M ﹤0.01%
+23,875
1404
$1.24M ﹤0.01%
12,875
+98
1405
$1.24M ﹤0.01%
17,095
-11,884
1406
$1.24M ﹤0.01%
11,450
1407
$1.24M ﹤0.01%
25,958
-159
1408
$1.24M ﹤0.01%
18,095
-186
1409
$1.23M ﹤0.01%
31,377
-372,152
1410
$1.23M ﹤0.01%
27,882
-973
1411
$1.22M ﹤0.01%
72,856
-9,457
1412
$1.22M ﹤0.01%
33,696
-2,348
1413
$1.22M ﹤0.01%
3,812
+286
1414
$1.21M ﹤0.01%
36,752
+8,498
1415
$1.21M ﹤0.01%
30,385
+14,922
1416
$1.21M ﹤0.01%
17,314
+31
1417
$1.2M ﹤0.01%
144,196
+12,670
1418
$1.2M ﹤0.01%
84,456
-43,432
1419
$1.2M ﹤0.01%
6,504
+55
1420
$1.2M ﹤0.01%
26,173
+2,992
1421
$1.19M ﹤0.01%
26,213
-2,476
1422
$1.19M ﹤0.01%
25,657
+644
1423
$1.19M ﹤0.01%
6,736
+570
1424
$1.19M ﹤0.01%
8,791
+7,215
1425
$1.18M ﹤0.01%
19,106
+1,446
55 56
57
58 59