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
1801
$529K ﹤0.01%
4,916
-786
1802
$526K ﹤0.01%
4,493
-69,080
1803
$524K ﹤0.01%
3,168
-6,565
1804
$523K ﹤0.01%
54,000
1805
$523K ﹤0.01%
20,706
-1,224
1806
$522K ﹤0.01%
17,171
-2,707
1807
$519K ﹤0.01%
3,895
-233
1808
$517K ﹤0.01%
12,036
-6,453
1809
$517K ﹤0.01%
+25,215
1810
$517K ﹤0.01%
+10,971
1811
$517K ﹤0.01%
2,835
+224
1812
$517K ﹤0.01%
25,827
-207
1813
$516K ﹤0.01%
15,663
+103
1814
$514K ﹤0.01%
13,474
+2,812
1815
$513K ﹤0.01%
20,427
-3,201
1816
$513K ﹤0.01%
5,392
-7
1817
$512K ﹤0.01%
21,140
-71
1818
$512K ﹤0.01%
23,339
+613
1819
$511K ﹤0.01%
1,859
+131
1820
$511K ﹤0.01%
59,102
+39,656
1821
$510K ﹤0.01%
9,504
+88
1822
$509K ﹤0.01%
4,403
+32
1823
$508K ﹤0.01%
10,686
+337
1824
$507K ﹤0.01%
13,520
+2,295
1825
$505K ﹤0.01%
7,546
+427
71 72
73
74 75