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
1851
$492K ﹤0.01%
92,095
+11,977
1852
$492K ﹤0.01%
13,610
+3,809
1853
$492K ﹤0.01%
+52,641
1854
$490K ﹤0.01%
10,052
+317
1855
$490K ﹤0.01%
7,671
-105
1856
$490K ﹤0.01%
53,332
+13,920
1857
$489K ﹤0.01%
8,421
-80,954
1858
$489K ﹤0.01%
27,549
+92
1859
$489K ﹤0.01%
5,161
-515
1860
$487K ﹤0.01%
12,641
+6,346
1861
$486K ﹤0.01%
5,707
-7,982
1862
$484K ﹤0.01%
2,729
+26
1863
$484K ﹤0.01%
19,786
+276
1864
$484K ﹤0.01%
9,810
1865
$482K ﹤0.01%
+7,386
1866
$480K ﹤0.01%
10,068
+1,355
1867
$480K ﹤0.01%
31,613
+15,958
1868
$477K ﹤0.01%
4,553
-178
1869
$477K ﹤0.01%
12,239
+5,063
1870
$475K ﹤0.01%
4,783
-163,579
1871
$474K ﹤0.01%
13,242
1872
$474K ﹤0.01%
1,210
+44
1873
$473K ﹤0.01%
10,370
-998
1874
$473K ﹤0.01%
5,729
+217
1875
$473K ﹤0.01%
+13,612
73 74
75
76 77