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
1901
$448K ﹤0.01%
24,685
-33,011
1902
$446K ﹤0.01%
5,156
-4,328
1903
$442K ﹤0.01%
28,151
+109
1904
$440K ﹤0.01%
16,920
-141
1905
$440K ﹤0.01%
6,944
-4,110
1906
$439K ﹤0.01%
6,928
-19,121
1907
$438K ﹤0.01%
5,094
+676
1908
$437K ﹤0.01%
4,926
+513
1909
$437K ﹤0.01%
16,459
+1,444
1910
$436K ﹤0.01%
11,041
+154
1911
$435K ﹤0.01%
5,909
+212
1912
$435K ﹤0.01%
9,629
+89
1913
$429K ﹤0.01%
15,314
+130
1914
$429K ﹤0.01%
24,250
+41
1915
$429K ﹤0.01%
9,991
-12,125
1916
$427K ﹤0.01%
+12,081
1917
$425K ﹤0.01%
38,746
+61
1918
$425K ﹤0.01%
2,885
-1,185
1919
$423K ﹤0.01%
10,387
-1,700
1920
$423K ﹤0.01%
12,426
-410
1921
$423K ﹤0.01%
10,888
+2,440
1922
$422K ﹤0.01%
50,000
-1,575
1923
$420K ﹤0.01%
+13,298
1924
$420K ﹤0.01%
7,777
+958
1925
$419K ﹤0.01%
20,567
-3,853
75 76
77
78 79