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
1476
$1.05M ﹤0.01%
50,175
1477
$1.05M ﹤0.01%
1,273
-709
1478
$1.04M ﹤0.01%
15,646
-2,154
1479
$1.04M ﹤0.01%
11,569
+2,799
1480
$1.04M ﹤0.01%
32,855
-61
1481
$1.04M ﹤0.01%
19,221
-202
1482
$1.03M ﹤0.01%
3,726
-1,267
1483
$1.03M ﹤0.01%
3,666
+1,978
1484
$1.03M ﹤0.01%
22,567
+5,793
1485
$1.03M ﹤0.01%
7,513
-690
1486
$1.03M ﹤0.01%
13,820
-327
1487
$1.02M ﹤0.01%
69,688
+6,724
1488
$1.02M ﹤0.01%
9,385
+1,135
1489
$1.02M ﹤0.01%
+19,982
1490
$1.02M ﹤0.01%
26,602
-131,868
1491
$1.02M ﹤0.01%
10,908
+99
1492
$1.01M ﹤0.01%
189,538
-2,650
1493
$1.01M ﹤0.01%
1,328,818
1494
$1.01M ﹤0.01%
12,471
-2,942
1495
$1.01M ﹤0.01%
33,485
+17,250
1496
$1.01M ﹤0.01%
20,037
+9,108
1497
$999K ﹤0.01%
50,084
+1,462
1498
$998K ﹤0.01%
14,920
-9,252
1499
$998K ﹤0.01%
+20,202
1500
$997K ﹤0.01%
31,928
+1,211
58 59
60
61 62