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
2051
$326K ﹤0.01%
+3,986
2052
$326K ﹤0.01%
+14,825
2053
$326K ﹤0.01%
30,033
-4,160
2054
$324K ﹤0.01%
9,946
+56
2055
$324K ﹤0.01%
5,301
-563
2056
$322K ﹤0.01%
3,533
-12,155
2057
$322K ﹤0.01%
3,401
-7,654
2058
$322K ﹤0.01%
8,357
-574
2059
$322K ﹤0.01%
8,246
-319
2060
$321K ﹤0.01%
11,340
-3,897
2061
$320K ﹤0.01%
24,515
-447
2062
$320K ﹤0.01%
19,309
+4,799
2063
$320K ﹤0.01%
4,014
-5,759
2064
$319K ﹤0.01%
+12,210
2065
$319K ﹤0.01%
6,748
-6,530
2066
$318K ﹤0.01%
6,494
-18,025
2067
$316K ﹤0.01%
9,378
+1,217
2068
$316K ﹤0.01%
7,788
-1,674
2069
$316K ﹤0.01%
11,885
-92,193
2070
$315K ﹤0.01%
53,250
2071
$314K ﹤0.01%
14,234
-940
2072
$314K ﹤0.01%
1,932
+16
2073
$313K ﹤0.01%
89,489
+389
2074
$313K ﹤0.01%
73,107
+7,055
2075
$312K ﹤0.01%
+4,186
81 82
83
84 85