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
1951
$400K ﹤0.01%
31,199
+1,471
1952
$399K ﹤0.01%
3,686
+92
1953
$398K ﹤0.01%
20,752
+4,499
1954
$398K ﹤0.01%
10,702
-7,465
1955
$398K ﹤0.01%
14,794
+723
1956
$394K ﹤0.01%
8,871
+3,257
1957
$393K ﹤0.01%
1,237
-173
1958
$392K ﹤0.01%
8,685
-5,578
1959
$392K ﹤0.01%
3,413
-22
1960
$392K ﹤0.01%
27,627
1961
$391K ﹤0.01%
9,297
+368
1962
$390K ﹤0.01%
11,075
-76,175
1963
$389K ﹤0.01%
4,458
-280
1964
$389K ﹤0.01%
137,950
-33,445
1965
$389K ﹤0.01%
26,458
-299
1966
$387K ﹤0.01%
5,874
-2,148
1967
$387K ﹤0.01%
9,151
+899
1968
$387K ﹤0.01%
+6,454
1969
$386K ﹤0.01%
21,939
-76,983
1970
$386K ﹤0.01%
12,203
+1,717
1971
$384K ﹤0.01%
+15,161
1972
$384K ﹤0.01%
+3,805
1973
$383K ﹤0.01%
+8,774
1974
$381K ﹤0.01%
+11,689
1975
$380K ﹤0.01%
4,477
-4
77 78
79
80 81