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
2276
$215K ﹤0.01%
7,378
-55,498
2277
$215K ﹤0.01%
5,377
-47,733
2278
$214K ﹤0.01%
8,430
-24,264
2279
$214K ﹤0.01%
16,829
2280
$214K ﹤0.01%
4,750
2281
$212K ﹤0.01%
6,577
-387
2282
$212K ﹤0.01%
7,106
-84
2283
$212K ﹤0.01%
3,583
-630
2284
$212K ﹤0.01%
22,633
-41,554
2285
$211K ﹤0.01%
33,094
+15,369
2286
$211K ﹤0.01%
6,596
-1,832
2287
$211K ﹤0.01%
+4,401
2288
$211K ﹤0.01%
6,613
-310
2289
$211K ﹤0.01%
13,201
-16,528
2290
$210K ﹤0.01%
24,208
+5,702
2291
$210K ﹤0.01%
+4,369
2292
$210K ﹤0.01%
11,333
-1,423
2293
$210K ﹤0.01%
20,236
+2,200
2294
$210K ﹤0.01%
3,645
-51,623
2295
$210K ﹤0.01%
+1,253
2296
$210K ﹤0.01%
13,365
-1,086
2297
$207K ﹤0.01%
+4,202
2298
$207K ﹤0.01%
+8,977
2299
$207K ﹤0.01%
5,976
-70
2300
$206K ﹤0.01%
2,603
-50
90 91
92
93 94