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
176
$71.8M 0.11%
1,524,686
+312,158
177
$71.6M 0.11%
980,250
-1,992,539
178
$70.1M 0.11%
595,725
-54,292
179
$70M 0.11%
1,075,014
-14,984
180
$69.4M 0.11%
2,676,575
+171,270
181
$69.3M 0.11%
883,821
+87,654
182
$68.9M 0.11%
1,439,376
-94,324
183
$68.6M 0.11%
575,795
-36,572
184
$68.5M 0.11%
657,277
-28,490
185
$67.1M 0.11%
1,475,122
+8,702
186
$66.7M 0.1%
739,963
-63,356
187
$65.7M 0.1%
743,369
-687,256
188
$65.7M 0.1%
242,152
+1,510
189
$65.6M 0.1%
2,229,183
+557,110
190
$65.2M 0.1%
884,746
-13,049
191
$65.2M 0.1%
554,496
-15,848
192
$65M 0.1%
153,703
-1,007
193
$64.2M 0.1%
1,118,562
-378,712
194
$64.2M 0.1%
1,088,018
-306,109
195
$63.2M 0.1%
695,637
+27,489
196
$62.6M 0.1%
373,609
-1,715
197
$62M 0.1%
751,360
-1,187,249
198
$61.8M 0.1%
148,079
-2,224
199
$61.6M 0.1%
252,996
-6,425
200
$61.4M 0.1%
2,109,219
+75,636
6 7
8
9 10