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
1626
$779K ﹤0.01%
9,299
+55
1627
$778K ﹤0.01%
10,480
-190,181
1628
$777K ﹤0.01%
28,777
-47,202
1629
$776K ﹤0.01%
7,240
-16,188
1630
$775K ﹤0.01%
14,269
-164
1631
$774K ﹤0.01%
26,309
+6
1632
$770K ﹤0.01%
16,451
-368
1633
$769K ﹤0.01%
3,449
+89
1634
$768K ﹤0.01%
31,054
-2,206
1635
$768K ﹤0.01%
11,485
-7,172
1636
$765K ﹤0.01%
9,287
-6,108
1637
$762K ﹤0.01%
4,520
+190
1638
$760K ﹤0.01%
68,895
+2,262
1639
$759K ﹤0.01%
244,806
-122,712
1640
$759K ﹤0.01%
20,179
+2,937
1641
$757K ﹤0.01%
85,280
+746
1642
$755K ﹤0.01%
+16,353
1643
$754K ﹤0.01%
7,800
-11,538
1644
$754K ﹤0.01%
15,974
+876
1645
$753K ﹤0.01%
10,715
-17,738
1646
$753K ﹤0.01%
8,881
-19,780
1647
$752K ﹤0.01%
25,803
+8,700
1648
$743K ﹤0.01%
44,683
+2,284
1649
$737K ﹤0.01%
24,975
-616
1650
$736K ﹤0.01%
24,158
+392
64 65
66
67 68