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
151
$83.9M 0.13%
796,510
-603,763
152
$83.5M 0.13%
1,002,590
-41,297
153
$83.3M 0.13%
710,027
-120,978
154
$83.2M 0.13%
686,656
-7,571
155
$82.5M 0.13%
1,432,566
+87,757
156
$79.9M 0.13%
416,860
-705,775
157
$79.9M 0.13%
314,956
+25,615
158
$79.5M 0.12%
815,623
+8,739
159
$79.5M 0.12%
1,536,785
-14,672
160
$79.4M 0.12%
297,040
-5,898
161
$79.4M 0.12%
947,647
+608
162
$78.9M 0.12%
1,889,959
-335,930
163
$78.6M 0.12%
576,829
-459,840
164
$77.8M 0.12%
1,036,238
-1,564,569
165
$77.4M 0.12%
350,495
-708,519
166
$76.7M 0.12%
340,581
+6,576
167
$75.9M 0.12%
843,497
-92,210
168
$75M 0.12%
2,881,012
+54,908
169
$74.8M 0.12%
568,947
+25,389
170
$74.3M 0.12%
1,627,565
-37,269
171
$73M 0.11%
652,971
-1,276,691
172
$72.8M 0.11%
907,217
-1,397,223
173
$72.7M 0.11%
914,772
-66,344
174
$72.4M 0.11%
1,275,691
+57,925
175
$71.9M 0.11%
414,156
-76,041
5 6
7
8 9