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
126
$99.4M 0.16%
2,212,627
-183,121
127
$99.2M 0.16%
191,515
-4,657
128
$98.6M 0.15%
891,290
-103,833
129
$97.6M 0.15%
209,919
-8,722
130
$97.5M 0.15%
3,461,040
-15,714
131
$97.4M 0.15%
411,068
-108,496
132
$97.4M 0.15%
896,287
-22,008
133
$97.3M 0.15%
470,656
-28,528
134
$96.7M 0.15%
1,894,928
-2,266,715
135
$94.3M 0.15%
3,258,691
-183,861
136
$93.6M 0.15%
148,067
+9,005
137
$93.3M 0.15%
159,085
+311
138
$93M 0.15%
307,701
+818
139
$92.5M 0.15%
536,809
+444,522
140
$92.3M 0.14%
1,173,340
-8,489
141
$89.8M 0.14%
435,315
-49,576
142
$88.7M 0.14%
2,439,288
-17,142
143
$87.5M 0.14%
141,461
-7,524
144
$87M 0.14%
441,105
+11,627
145
$86.8M 0.14%
775,819
-10,999
146
$85.6M 0.13%
744,563
-5,842
147
$85M 0.13%
380,979
-380,995
148
$84.8M 0.13%
735,700
-71,793
149
$84.3M 0.13%
215,451
-12,325
150
$84.2M 0.13%
179,176
-336,896
4 5
6
7 8