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
1426
$1.18M ﹤0.01%
18,902
+3,413
1427
$1.18M ﹤0.01%
292,180
+1,120
1428
$1.18M ﹤0.01%
+35,465
1429
$1.18M ﹤0.01%
11,997
+761
1430
$1.18M ﹤0.01%
37,211
-3,842
1431
$1.18M ﹤0.01%
27,294
+3,390
1432
$1.17M ﹤0.01%
235,709
+32,828
1433
$1.17M ﹤0.01%
28,094
-823
1434
$1.17M ﹤0.01%
12,975
-869
1435
$1.16M ﹤0.01%
48,224
-6,079
1436
$1.16M ﹤0.01%
32,628
-633
1437
$1.16M ﹤0.01%
19,253
-41
1438
$1.15M ﹤0.01%
61,540
-22,950
1439
$1.15M ﹤0.01%
21,766
+9,030
1440
$1.15M ﹤0.01%
30,420
+7,141
1441
$1.15M ﹤0.01%
17,672
-3,798
1442
$1.14M ﹤0.01%
4,312
-730
1443
$1.14M ﹤0.01%
100,740
-107,885
1444
$1.14M ﹤0.01%
3,174
-533
1445
$1.14M ﹤0.01%
39,125
+608
1446
$1.13M ﹤0.01%
35,628
-1,600
1447
$1.13M ﹤0.01%
+71,603
1448
$1.13M ﹤0.01%
87,400
1449
$1.12M ﹤0.01%
26,915
+1,255
1450
$1.12M ﹤0.01%
4,122
-1,528
56 57
58
59 60