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
1501
$994K ﹤0.01%
12,014
-13,104
1502
$994K ﹤0.01%
7,434
+600
1503
$992K ﹤0.01%
98,772
+8,167
1504
$989K ﹤0.01%
7,345
-4,805
1505
$987K ﹤0.01%
48,198
+17,090
1506
$987K ﹤0.01%
5,537
-451
1507
$985K ﹤0.01%
10,258
-14,824
1508
$984K ﹤0.01%
25,555
-31,448
1509
$977K ﹤0.01%
9,489
+1,076
1510
$977K ﹤0.01%
4,252
+1,748
1511
$976K ﹤0.01%
6,122
-227
1512
$975K ﹤0.01%
75,487
1513
$974K ﹤0.01%
22,883
+1,188
1514
$971K ﹤0.01%
66,618
+5,437
1515
$967K ﹤0.01%
34,047
+610
1516
$964K ﹤0.01%
7,760
-5,686
1517
$961K ﹤0.01%
71,578
-22,304
1518
$959K ﹤0.01%
8,003
-3,788
1519
$957K ﹤0.01%
8,769
-1,033
1520
$956K ﹤0.01%
31,487
-4,679
1521
$954K ﹤0.01%
26,316
-3,358
1522
$952K ﹤0.01%
10,505
+4,495
1523
$951K ﹤0.01%
5,317
+868
1524
$950K ﹤0.01%
21,802
-4,677
1525
$949K ﹤0.01%
19,487
59 60
61
62 63