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
2101
$300K ﹤0.01%
20,101
+1,801
2102
$298K ﹤0.01%
28,740
+2,113
2103
$296K ﹤0.01%
2,866
-7,196
2104
$295K ﹤0.01%
15,410
-1,653
2105
$295K ﹤0.01%
19,576
+1,789
2106
$294K ﹤0.01%
7,348
-655
2107
$293K ﹤0.01%
+14,453
2108
$292K ﹤0.01%
5,679
+48
2109
$292K ﹤0.01%
+13,516
2110
$292K ﹤0.01%
72,159
2111
$292K ﹤0.01%
4,145
-1,067
2112
$292K ﹤0.01%
21,391
+111
2113
$291K ﹤0.01%
2,573
-534
2114
$290K ﹤0.01%
2,767
-478
2115
$289K ﹤0.01%
3,866
-13,368
2116
$289K ﹤0.01%
7,051
-63
2117
$289K ﹤0.01%
11,450
-2,627
2118
$289K ﹤0.01%
+6,824
2119
$288K ﹤0.01%
13,004
-3,845
2120
$288K ﹤0.01%
6,929
-5,341
2121
$288K ﹤0.01%
4,638
-4,500
2122
$287K ﹤0.01%
5,806
-21
2123
$287K ﹤0.01%
6,231
-20,654
2124
$287K ﹤0.01%
+10,385
2125
$287K ﹤0.01%
1,935
-52,805
83 84
85
86 87