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
1676
$693K ﹤0.01%
8,740
-2,160
1677
$689K ﹤0.01%
28,593
+387
1678
$686K ﹤0.01%
14,019
-1,388
1679
$685K ﹤0.01%
7,376
+322
1680
$684K ﹤0.01%
19,495
-875
1681
$683K ﹤0.01%
12,301
+2,510
1682
$682K ﹤0.01%
34,490
-3,553
1683
$680K ﹤0.01%
17,389
+5,945
1684
$679K ﹤0.01%
33,689
+1,126
1685
$678K ﹤0.01%
6,217
-82
1686
$678K ﹤0.01%
60,393
-36,925
1687
$677K ﹤0.01%
19,120
-12,792
1688
$677K ﹤0.01%
18,594
-4,393
1689
$677K ﹤0.01%
26,791
-2,108
1690
$674K ﹤0.01%
23,020
+2,288
1691
$671K ﹤0.01%
31,285
-403
1692
$670K ﹤0.01%
2,600
-155
1693
$669K ﹤0.01%
3,740
+509
1694
$667K ﹤0.01%
14,831
+6,138
1695
$666K ﹤0.01%
8,689
+2,166
1696
$664K ﹤0.01%
38,820
+12
1697
$662K ﹤0.01%
9,874
+1,731
1698
$660K ﹤0.01%
5,338
+60
1699
$660K ﹤0.01%
13,142
+581
1700
$660K ﹤0.01%
17,159
+2,611
66 67
68
69 70