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
1651
$736K ﹤0.01%
30,208
-7,142
1652
$732K ﹤0.01%
22,030
+13
1653
$730K ﹤0.01%
20,911
+117
1654
$729K ﹤0.01%
4,568
+227
1655
$729K ﹤0.01%
21,986
-7,075
1656
$727K ﹤0.01%
32,991
-57,799
1657
$727K ﹤0.01%
46,819
-18,583
1658
$725K ﹤0.01%
14,405
-30,223
1659
$722K ﹤0.01%
46,108
+258
1660
$721K ﹤0.01%
17,320
-5,760
1661
$720K ﹤0.01%
+32,903
1662
$716K ﹤0.01%
25,301
+1,311
1663
$713K ﹤0.01%
10,197
+1,602
1664
$712K ﹤0.01%
3,582
-600
1665
$712K ﹤0.01%
6,622
-103,120
1666
$710K ﹤0.01%
24,598
+645
1667
$710K ﹤0.01%
15,261
-4,763
1668
$707K ﹤0.01%
6,443
-5,127
1669
$703K ﹤0.01%
18,235
-1,490
1670
$703K ﹤0.01%
56,564
-5
1671
$702K ﹤0.01%
47,926
+973
1672
$699K ﹤0.01%
31,179
+4,485
1673
$698K ﹤0.01%
7,977
+626
1674
$696K ﹤0.01%
12,780
-135
1675
$694K ﹤0.01%
5,282
+120
65 66
67
68 69