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
1926
$419K ﹤0.01%
14,412
-953
1927
$418K ﹤0.01%
7,209
+627
1928
$418K ﹤0.01%
9,090
-144
1929
$417K ﹤0.01%
18,153
+612
1930
$416K ﹤0.01%
15,327
+4,636
1931
$416K ﹤0.01%
31,035
+2,264
1932
$415K ﹤0.01%
3,889
+414
1933
$415K ﹤0.01%
2,333
-25,877
1934
$415K ﹤0.01%
16,864
+1,962
1935
$414K ﹤0.01%
11,417
-5,156
1936
$412K ﹤0.01%
10,357
+11
1937
$412K ﹤0.01%
+12,949
1938
$410K ﹤0.01%
3,653
-984
1939
$408K ﹤0.01%
4,608
+752
1940
$408K ﹤0.01%
6,400
-416
1941
$407K ﹤0.01%
8,259
1942
$407K ﹤0.01%
10,055
+222
1943
$407K ﹤0.01%
4,888
-68,588
1944
$406K ﹤0.01%
5,823
+822
1945
$405K ﹤0.01%
3,409
-12,375
1946
$405K ﹤0.01%
10,661
+4,424
1947
$403K ﹤0.01%
15,052
+499
1948
$402K ﹤0.01%
4,826
-23,086
1949
$401K ﹤0.01%
16,397
-1,379
1950
$401K ﹤0.01%
1,934
+360
76 77
78
79 80