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
1976
$380K ﹤0.01%
8,974
+320
1977
$380K ﹤0.01%
6,908
-245
1978
$379K ﹤0.01%
3,064
+380
1979
$379K ﹤0.01%
6,935
-420
1980
$377K ﹤0.01%
15,128
-880
1981
$377K ﹤0.01%
8,988
+3,733
1982
$371K ﹤0.01%
2,990
+85
1983
$371K ﹤0.01%
19,096
-977
1984
$369K ﹤0.01%
8,757
-188
1985
$368K ﹤0.01%
4,712
-58
1986
$367K ﹤0.01%
10,047
-738
1987
$365K ﹤0.01%
4,117
-1,459
1988
$364K ﹤0.01%
8,890
-22,223
1989
$364K ﹤0.01%
12,300
-2,350
1990
$364K ﹤0.01%
+18,398
1991
$364K ﹤0.01%
21,829
+4,772
1992
$363K ﹤0.01%
2,732
+633
1993
$362K ﹤0.01%
1,824
-5
1994
$362K ﹤0.01%
9,490
1995
$362K ﹤0.01%
15,022
-1,092
1996
$361K ﹤0.01%
28,333
+2,303
1997
$361K ﹤0.01%
9,653
-79
1998
$360K ﹤0.01%
8,356
-3,166
1999
$360K ﹤0.01%
4,536
-161
2000
$360K ﹤0.01%
3,136
-228
78 79
80
81 82