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
1526
$948K ﹤0.01%
13,922
-1,907
1527
$948K ﹤0.01%
11,201
+819
1528
$947K ﹤0.01%
54,074
+2,551
1529
$947K ﹤0.01%
2,708
-1,896
1530
$945K ﹤0.01%
14,316
-17,395
1531
$944K ﹤0.01%
29,473
+814
1532
$940K ﹤0.01%
14,174
+2,611
1533
$940K ﹤0.01%
35,144
-7,874
1534
$939K ﹤0.01%
13,955
+2,977
1535
$938K ﹤0.01%
29,886
+1,413
1536
$935K ﹤0.01%
18,931
+5,326
1537
$933K ﹤0.01%
31,867
+16,776
1538
$933K ﹤0.01%
21,647
-1,296
1539
$931K ﹤0.01%
15,783
-525
1540
$930K ﹤0.01%
6,764
-2,212
1541
$929K ﹤0.01%
5,083
+718
1542
$929K ﹤0.01%
5,277
-1,466
1543
$929K ﹤0.01%
+27,392
1544
$924K ﹤0.01%
18,108
-685
1545
$919K ﹤0.01%
45,880
-592
1546
$919K ﹤0.01%
46,439
+3,315
1547
$913K ﹤0.01%
46,559
+2,399
1548
$911K ﹤0.01%
41,315
-625,965
1549
$911K ﹤0.01%
3,784
-10,609
1550
$909K ﹤0.01%
21,034
+1,935
60 61
62
63 64