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
1826
$505K ﹤0.01%
15,693
+792
1827
$504K ﹤0.01%
15,434
-614
1828
$504K ﹤0.01%
3,617
-435
1829
$501K ﹤0.01%
20,287
+815
1830
$501K ﹤0.01%
13,498
-63,031
1831
$499K ﹤0.01%
27,577
-1,624
1832
$499K ﹤0.01%
36,386
-4,881
1833
$499K ﹤0.01%
9,742
+429
1834
$498K ﹤0.01%
26,652
-2,894
1835
$498K ﹤0.01%
19,143
+2,322
1836
$498K ﹤0.01%
19,462
+10,962
1837
$497K ﹤0.01%
21,739
-2,094
1838
$497K ﹤0.01%
+20,049
1839
$497K ﹤0.01%
16,003
+3,293
1840
$497K ﹤0.01%
11,143
-3,491
1841
$496K ﹤0.01%
15,282
+1,916
1842
$496K ﹤0.01%
3,331
+664
1843
$495K ﹤0.01%
11,856
+67
1844
$494K ﹤0.01%
32,217
+27
1845
$494K ﹤0.01%
9,913
-871
1846
$493K ﹤0.01%
9,323
-8,863
1847
$493K ﹤0.01%
14,296
-136,246
1848
$493K ﹤0.01%
21,911
-4,198
1849
$492K ﹤0.01%
20,878
+863
1850
$492K ﹤0.01%
16,783
-161
72 73
74
75 76