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
1751
$591K ﹤0.01%
11,273
+5,439
1752
$590K ﹤0.01%
53,743
+7,771
1753
$587K ﹤0.01%
4,187
-3,019
1754
$586K ﹤0.01%
47,351
1755
$586K ﹤0.01%
6,596
-467
1756
$584K ﹤0.01%
+200,000
1757
$583K ﹤0.01%
145,670
-691
1758
$581K ﹤0.01%
20,375
+6,158
1759
$575K ﹤0.01%
5,029
-1,191
1760
$575K ﹤0.01%
2,740
-203
1761
$571K ﹤0.01%
43,827
-3,389
1762
$571K ﹤0.01%
4,620
-13,485
1763
$570K ﹤0.01%
2,703
-1,922
1764
$570K ﹤0.01%
5,752
+69
1765
$570K ﹤0.01%
11,155
+147
1766
$570K ﹤0.01%
8,880
-12,115
1767
$570K ﹤0.01%
23,301
-15,409
1768
$570K ﹤0.01%
12,875
+5,443
1769
$569K ﹤0.01%
16,685
-34
1770
$569K ﹤0.01%
4,298
-582
1771
$568K ﹤0.01%
4,327
-6,353
1772
$559K ﹤0.01%
9,227
-5,333
1773
$558K ﹤0.01%
19,154
-1,439
1774
$557K ﹤0.01%
12,779
+5,377
1775
$557K ﹤0.01%
16,464
-31,718
69 70
71
72 73