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
2176
$264K ﹤0.01%
4,363
2177
$264K ﹤0.01%
4,007
-156
2178
$264K ﹤0.01%
25,243
+5,766
2179
$264K ﹤0.01%
5,567
+686
2180
$263K ﹤0.01%
3,543
+302
2181
$263K ﹤0.01%
5,156
-524
2182
$263K ﹤0.01%
+4,714
2183
$261K ﹤0.01%
15,951
-6,344
2184
$260K ﹤0.01%
1,809
-3,651
2185
$260K ﹤0.01%
22,134
-226
2186
$259K ﹤0.01%
5,340
-2,420
2187
$259K ﹤0.01%
12,640
+1,928
2188
$259K ﹤0.01%
5,528
-4,981
2189
$259K ﹤0.01%
22,462
+11,533
2190
$258K ﹤0.01%
4,601
-4,926
2191
$258K ﹤0.01%
6,240
+21
2192
$258K ﹤0.01%
2,569
-4,203
2193
$257K ﹤0.01%
7,747
-170,641
2194
$257K ﹤0.01%
4,114
-18,180
2195
$257K ﹤0.01%
+7,573
2196
$257K ﹤0.01%
9,500
2197
$256K ﹤0.01%
18,074
+4,924
2198
$256K ﹤0.01%
1,595
2199
$256K ﹤0.01%
2,850
+85
2200
$256K ﹤0.01%
2,393
+14
86 87
88
89 90