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
2226
$240K ﹤0.01%
7,058
2227
$240K ﹤0.01%
24,555
-3,996
2228
$239K ﹤0.01%
12,829
+99
2229
$239K ﹤0.01%
+3,693
2230
$239K ﹤0.01%
2,900
+84
2231
$238K ﹤0.01%
29,548
2232
$238K ﹤0.01%
3,577
-372
2233
$238K ﹤0.01%
13,432
-2,757
2234
$236K ﹤0.01%
14,143
-1,729
2235
$235K ﹤0.01%
2,068
+12
2236
$234K ﹤0.01%
4,141
2237
$234K ﹤0.01%
50,000
2238
$234K ﹤0.01%
2,964
+120
2239
$233K ﹤0.01%
10,034
-1
2240
$233K ﹤0.01%
+1,945
2241
$233K ﹤0.01%
5,687
2242
$232K ﹤0.01%
2,208
-7
2243
$232K ﹤0.01%
5,568
+436
2244
$231K ﹤0.01%
+5,608
2245
$231K ﹤0.01%
6,277
-1,455
2246
$231K ﹤0.01%
2,621
-192
2247
$230K ﹤0.01%
2,252
-145
2248
$229K ﹤0.01%
4,405
-63
2249
$229K ﹤0.01%
+5,964
2250
$229K ﹤0.01%
+4,131
88 89
90
91 92