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
201
$61.2M 0.1%
107,371
+3,396
202
$60.9M 0.1%
445,365
-55,380
203
$60.4M 0.09%
930,057
-28,980
204
$59.7M 0.09%
96,106
-46,878
205
$58.7M 0.09%
360,595
-666,902
206
$58.6M 0.09%
1,013,711
+111,620
207
$58.6M 0.09%
1,280,677
-47,467
208
$58.4M 0.09%
1,072,860
+242,927
209
$58.2M 0.09%
463,060
-20,323
210
$57.7M 0.09%
1,736,739
+106,610
211
$57.2M 0.09%
432,798
-114,967
212
$56.9M 0.09%
346,638
-2,626
213
$56M 0.09%
104,098
+5,553
214
$56M 0.09%
348,592
-72,693
215
$56M 0.09%
541,716
+31,708
216
$56M 0.09%
457,285
-884,784
217
$55.7M 0.09%
634,109
-92,509
218
$55.4M 0.09%
309,083
+835
219
$54.5M 0.09%
219,461
+790
220
$54.1M 0.08%
853,672
+11,199
221
$53M 0.08%
183,880
-9,682
222
$52.8M 0.08%
265,903
-740,439
223
$52M 0.08%
836,553
+6,492
224
$51.3M 0.08%
908,883
-84,416
225
$51.3M 0.08%
264,463
+32,983
7 8
9
10 11