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
1551
$908K ﹤0.01%
6,364
+3,123
1552
$907K ﹤0.01%
21,850
+2,097
1553
$905K ﹤0.01%
3,979
+222
1554
$904K ﹤0.01%
38,814
-2,161
1555
$904K ﹤0.01%
36,491
+1,840
1556
$903K ﹤0.01%
46,249
-4,754
1557
$903K ﹤0.01%
32,591
+2,269
1558
$902K ﹤0.01%
37,933
+277
1559
$902K ﹤0.01%
22,546
+13,361
1560
$902K ﹤0.01%
12,486
-112
1561
$900K ﹤0.01%
27,243
1562
$900K ﹤0.01%
13,900
-14,487
1563
$898K ﹤0.01%
22,074
-164
1564
$897K ﹤0.01%
59,384
+800
1565
$891K ﹤0.01%
365,032
+66,805
1566
$889K ﹤0.01%
24,263
+2,864
1567
$887K ﹤0.01%
26,408
-2,141
1568
$887K ﹤0.01%
48,014
-2,332
1569
$885K ﹤0.01%
18,389
-362
1570
$881K ﹤0.01%
22,909
+4,845
1571
$880K ﹤0.01%
16,906
-438
1572
$878K ﹤0.01%
10,225
-592
1573
$876K ﹤0.01%
46,244
+3,011
1574
$875K ﹤0.01%
17,302
-15,555
1575
$875K ﹤0.01%
22,863
+355
61 62
63
64 65