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
1776
$554K ﹤0.01%
33,079
-5,988
1777
$554K ﹤0.01%
5,462
-7,090
1778
$553K ﹤0.01%
7,227
-61,154
1779
$549K ﹤0.01%
10,949
+93
1780
$548K ﹤0.01%
19,665
+1,702
1781
$547K ﹤0.01%
2,527
+251
1782
$547K ﹤0.01%
28,947
-421
1783
$546K ﹤0.01%
36,163
-13,305
1784
$544K ﹤0.01%
2,752
+14
1785
$543K ﹤0.01%
13,606
+2,091
1786
$542K ﹤0.01%
10,763
-162,480
1787
$542K ﹤0.01%
7,670
+1,355
1788
$541K ﹤0.01%
8,273
-767
1789
$540K ﹤0.01%
12,209
-2,827
1790
$539K ﹤0.01%
22,694
+362
1791
$539K ﹤0.01%
12,710
-666
1792
$538K ﹤0.01%
9,669
-349
1793
$538K ﹤0.01%
10,693
-8,515
1794
$537K ﹤0.01%
8,730
-1,968
1795
$534K ﹤0.01%
14,724
-1,231
1796
$534K ﹤0.01%
10,724
-135
1797
$534K ﹤0.01%
6,519
-793
1798
$531K ﹤0.01%
30,559
+2,287
1799
$529K ﹤0.01%
2,657
-330
1800
$529K ﹤0.01%
19,289
+7,328
70 71
72
73 74