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
1726
$625K ﹤0.01%
31,800
-840
1727
$618K ﹤0.01%
58,155
-1,678
1728
$618K ﹤0.01%
+4,986
1729
$617K ﹤0.01%
21,349
+300
1730
$613K ﹤0.01%
16,169
+322
1731
$612K ﹤0.01%
8,657
+24
1732
$612K ﹤0.01%
13,510
-308,184
1733
$611K ﹤0.01%
14,407
+1,446
1734
$610K ﹤0.01%
6,905
-22,983
1735
$610K ﹤0.01%
72,680
+39,259
1736
$607K ﹤0.01%
7,877
-1,014
1737
$605K ﹤0.01%
12,070
+143
1738
$605K ﹤0.01%
9,654
+1,782
1739
$604K ﹤0.01%
22,298
+440
1740
$601K ﹤0.01%
54,674
+179
1741
$601K ﹤0.01%
8,669
-478
1742
$598K ﹤0.01%
2,540
+73
1743
$597K ﹤0.01%
12,254
+2,974
1744
$596K ﹤0.01%
4,484
-6,544
1745
$595K ﹤0.01%
23,800
+663
1746
$594K ﹤0.01%
52,772
1747
$594K ﹤0.01%
49,770
1748
$593K ﹤0.01%
5,763
-2,695
1749
$592K ﹤0.01%
36,828
+8,328
1750
$591K ﹤0.01%
7,533
-87
68 69
70
71 72