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
2001
$360K ﹤0.01%
28,497
-579
2002
$360K ﹤0.01%
10,325
-187,878
2003
$358K ﹤0.01%
13,791
+1,978
2004
$357K ﹤0.01%
8,094
+2,777
2005
$357K ﹤0.01%
13,963
+4,102
2006
$356K ﹤0.01%
21,650
+2,200
2007
$356K ﹤0.01%
9,121
-1,245
2008
$355K ﹤0.01%
5,501
+1,117
2009
$355K ﹤0.01%
4,830
-402
2010
$354K ﹤0.01%
9,712
+1,684
2011
$354K ﹤0.01%
22,350
-404
2012
$353K ﹤0.01%
2,662
-176
2013
$352K ﹤0.01%
+5,307
2014
$351K ﹤0.01%
28,909
-120,658
2015
$351K ﹤0.01%
3,238
-113
2016
$350K ﹤0.01%
3,418
-74,250
2017
$350K ﹤0.01%
17,944
-29,161
2018
$349K ﹤0.01%
9,044
+2,057
2019
$346K ﹤0.01%
1,197
+440
2020
$346K ﹤0.01%
6,668
+178
2021
$345K ﹤0.01%
13,428
-5,370
2022
$345K ﹤0.01%
1,578
-813
2023
$345K ﹤0.01%
+8,720
2024
$344K ﹤0.01%
3,233
+32
2025
$343K ﹤0.01%
2,860
-12,362
79 80
81
82 83