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
2201
$255K ﹤0.01%
+8,868
2202
$254K ﹤0.01%
4,357
-45,539
2203
$252K ﹤0.01%
18,524
+4
2204
$252K ﹤0.01%
1,204
+13
2205
$251K ﹤0.01%
1,734
-4,337
2206
$250K ﹤0.01%
1,410
-1,574
2207
$250K ﹤0.01%
6,252
-828
2208
$249K ﹤0.01%
9,627
+459
2209
$248K ﹤0.01%
12,999
-2,471
2210
$246K ﹤0.01%
1,184
+76
2211
$245K ﹤0.01%
6,846
-276,070
2212
$245K ﹤0.01%
+3,703
2213
$244K ﹤0.01%
3,970
-720
2214
$243K ﹤0.01%
11,801
+274
2215
$243K ﹤0.01%
+5,484
2216
$242K ﹤0.01%
10,237
-3,631
2217
$242K ﹤0.01%
22,598
-39,779
2218
$242K ﹤0.01%
+4,198
2219
$241K ﹤0.01%
3,844
-337
2220
$241K ﹤0.01%
11,162
-175
2221
$241K ﹤0.01%
19,918
+699
2222
$241K ﹤0.01%
3,572
-37
2223
$241K ﹤0.01%
1,534
-561
2224
$241K ﹤0.01%
6,422
-420
2225
$240K ﹤0.01%
3,946
-8,450
87 88
89
90 91