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
2151
$274K ﹤0.01%
3,503
-138
2152
$274K ﹤0.01%
5,844
-65
2153
$274K ﹤0.01%
10,194
+798
2154
$274K ﹤0.01%
16,225
+34
2155
$273K ﹤0.01%
7,388
-3,628
2156
$273K ﹤0.01%
4,467
-733
2157
$271K ﹤0.01%
7,252
-11,810
2158
$271K ﹤0.01%
6,494
+239
2159
$271K ﹤0.01%
17,646
+6,174
2160
$270K ﹤0.01%
+6,500
2161
$270K ﹤0.01%
+5,408
2162
$270K ﹤0.01%
7,944
-53,361
2163
$270K ﹤0.01%
736
-28
2164
$269K ﹤0.01%
19,648
-20,403
2165
$269K ﹤0.01%
3,110
+568
2166
$268K ﹤0.01%
11,557
-25,666
2167
$268K ﹤0.01%
6,078
-144,431
2168
$268K ﹤0.01%
9,733
-3,922
2169
$268K ﹤0.01%
6,438
2170
$268K ﹤0.01%
1,326
-49,763
2171
$266K ﹤0.01%
22,262
-76,475
2172
$266K ﹤0.01%
5,788
+25
2173
$265K ﹤0.01%
7,832
-5,507
2174
$265K ﹤0.01%
3,389
-8,821
2175
$265K ﹤0.01%
+2,645
85 86
87
88 89