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
1701
$659K ﹤0.01%
40,620
-37
1702
$657K ﹤0.01%
3,830
-424
1703
$655K ﹤0.01%
21,077
+660
1704
$654K ﹤0.01%
3,764
-7
1705
$654K ﹤0.01%
16,339
-2,862
1706
$644K ﹤0.01%
10,868
-851
1707
$640K ﹤0.01%
7,457
-1,892
1708
$639K ﹤0.01%
11,787
-9,503
1709
$639K ﹤0.01%
8,244
-4
1710
$637K ﹤0.01%
4,055
-218
1711
$636K ﹤0.01%
10,114
-10,403
1712
$635K ﹤0.01%
15,311
-7,319
1713
$635K ﹤0.01%
54,445
-19,672
1714
$633K ﹤0.01%
20,171
-33,862
1715
$633K ﹤0.01%
20,679
-3,058
1716
$632K ﹤0.01%
9,684
1717
$632K ﹤0.01%
29,116
1718
$632K ﹤0.01%
23,024
-22,523
1719
$631K ﹤0.01%
15,177
-19,734
1720
$629K ﹤0.01%
+27,846
1721
$629K ﹤0.01%
26,278
-1,476
1722
$628K ﹤0.01%
20,006
-12,723
1723
$627K ﹤0.01%
13,270
+200
1724
$627K ﹤0.01%
34,684
-9,399
1725
$627K ﹤0.01%
9,506
-93
67 68
69
70 71