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
1601
$821K ﹤0.01%
48,994
+9,083
1602
$819K ﹤0.01%
18,425
-105,751
1603
$818K ﹤0.01%
4,783
+2,211
1604
$812K ﹤0.01%
23,169
+16,799
1605
$810K ﹤0.01%
+34,470
1606
$805K ﹤0.01%
28,751
+3,286
1607
$805K ﹤0.01%
1,934
+268
1608
$803K ﹤0.01%
137,184
+1,080
1609
$801K ﹤0.01%
9,955
+650
1610
$799K ﹤0.01%
26,250
1611
$798K ﹤0.01%
32,593
-983
1612
$798K ﹤0.01%
+30,783
1613
$795K ﹤0.01%
+19,367
1614
$795K ﹤0.01%
20,706
-99
1615
$793K ﹤0.01%
47,263
-3,923
1616
$792K ﹤0.01%
19,611
+5,062
1617
$792K ﹤0.01%
12,861
+75
1618
$792K ﹤0.01%
24,908
+1,218
1619
$791K ﹤0.01%
11,208
+490
1620
$791K ﹤0.01%
7,657
+2,581
1621
$790K ﹤0.01%
12,415
-1,838
1622
$789K ﹤0.01%
33,696
+5,259
1623
$788K ﹤0.01%
11,438
+136
1624
$786K ﹤0.01%
5,177
+804
1625
$779K ﹤0.01%
6,454
-4,928
63 64
65
66 67