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
2126
$286K ﹤0.01%
5,327
-505
2127
$285K ﹤0.01%
6,292
-60,381
2128
$285K ﹤0.01%
13,217
+24
2129
$285K ﹤0.01%
+12,300
2130
$285K ﹤0.01%
5,930
-11,983
2131
$284K ﹤0.01%
+3,293
2132
$284K ﹤0.01%
12,834
+1,841
2133
$283K ﹤0.01%
6,192
-8,933
2134
$282K ﹤0.01%
14,185
-14,818
2135
$282K ﹤0.01%
+5,499
2136
$282K ﹤0.01%
2,595
-688
2137
$281K ﹤0.01%
14,497
-31,023
2138
$280K ﹤0.01%
18,773
+470
2139
$279K ﹤0.01%
5,742
-1,049
2140
$279K ﹤0.01%
+5,801
2141
$278K ﹤0.01%
5,529
-365
2142
$278K ﹤0.01%
8,757
+463
2143
$278K ﹤0.01%
5,725
-8,760
2144
$278K ﹤0.01%
7,048
-609
2145
$277K ﹤0.01%
+4,629
2146
$277K ﹤0.01%
5,236
+62
2147
$276K ﹤0.01%
5,195
2148
$276K ﹤0.01%
13,898
-643
2149
$275K ﹤0.01%
3,600
2150
$274K ﹤0.01%
20,938
-7,251
84 85
86
87 88