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
1576
$875K ﹤0.01%
17,536
-36,222
1577
$871K ﹤0.01%
15,399
-2,390
1578
$870K ﹤0.01%
11,242
+363
1579
$868K ﹤0.01%
4,799
-267
1580
$867K ﹤0.01%
11,649
-1,119
1581
$866K ﹤0.01%
8,849
-1,764
1582
$863K ﹤0.01%
20,932
-1,847
1583
$861K ﹤0.01%
24,573
+13
1584
$861K ﹤0.01%
28,292
-2,230
1585
$860K ﹤0.01%
17,126
-11,187
1586
$859K ﹤0.01%
16,672
+9,506
1587
$853K ﹤0.01%
41,859
-23,983
1588
$849K ﹤0.01%
7,783
+959
1589
$848K ﹤0.01%
64,742
-3,014
1590
$842K ﹤0.01%
41,410
+6,959
1591
$842K ﹤0.01%
28,980
+1,451
1592
$841K ﹤0.01%
16,272
-1,593
1593
$839K ﹤0.01%
54,583
+4,577
1594
$839K ﹤0.01%
20,460
-701
1595
$838K ﹤0.01%
8,506
+658
1596
$833K ﹤0.01%
57,816
-23,067
1597
$833K ﹤0.01%
64,167
+1,170
1598
$829K ﹤0.01%
31,616
+2,520
1599
$827K ﹤0.01%
26,372
+12,501
1600
$821K ﹤0.01%
95,852
-37,848
62 63
64
65 66