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
2301
$206K ﹤0.01%
35,402
+32
2302
$206K ﹤0.01%
+8,391
2303
$206K ﹤0.01%
+5,828
2304
$206K ﹤0.01%
16,494
-1,491
2305
$205K ﹤0.01%
2,268
-116
2306
$205K ﹤0.01%
17,023
+32
2307
$203K ﹤0.01%
+2,526
2308
$203K ﹤0.01%
19,023
+4,560
2309
$203K ﹤0.01%
13,789
-31,804
2310
$203K ﹤0.01%
+2,971
2311
$202K ﹤0.01%
11,356
-883
2312
$201K ﹤0.01%
+3,084
2313
$201K ﹤0.01%
30,048
+4,795
2314
$200K ﹤0.01%
+2,797
2315
$199K ﹤0.01%
26,251
+1,375
2316
$199K ﹤0.01%
24,248
-816
2317
$198K ﹤0.01%
17,140
+2,000
2318
$195K ﹤0.01%
+7,450
2319
$194K ﹤0.01%
50,000
2320
$193K ﹤0.01%
12,418
-3,000
2321
$192K ﹤0.01%
+20,676
2322
$192K ﹤0.01%
37,671
-185
2323
$192K ﹤0.01%
34,946
-5,131
2324
$191K ﹤0.01%
21,638
-788
2325
$191K ﹤0.01%
27,793
+125
91 92
93
94 95