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
2251
$229K ﹤0.01%
3,690
-2,365
2252
$228K ﹤0.01%
13,165
+716
2253
$227K ﹤0.01%
3,719
-392
2254
$227K ﹤0.01%
26,229
2255
$226K ﹤0.01%
+4,781
2256
$226K ﹤0.01%
+1,151
2257
$226K ﹤0.01%
8,009
-2,324
2258
$225K ﹤0.01%
14,977
+789
2259
$224K ﹤0.01%
7,090
-54
2260
$222K ﹤0.01%
9,846
-617
2261
$222K ﹤0.01%
6,959
-85,933
2262
$221K ﹤0.01%
+2,749
2263
$221K ﹤0.01%
12,024
+394
2264
$221K ﹤0.01%
36,584
-930
2265
$220K ﹤0.01%
+2,835
2266
$219K ﹤0.01%
1,766
-544
2267
$219K ﹤0.01%
28,795
-39,478
2268
$219K ﹤0.01%
15,450
2269
$218K ﹤0.01%
11,059
-535
2270
$218K ﹤0.01%
+4,468
2271
$217K ﹤0.01%
16,859
-458
2272
$216K ﹤0.01%
+4,407
2273
$216K ﹤0.01%
7,985
-13,410
2274
$216K ﹤0.01%
1,729
-2,274
2275
$215K ﹤0.01%
11,230
+635
89 90
91
92 93