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
2326
$191K ﹤0.01%
5,268
-50,706
2327
$190K ﹤0.01%
11,582
-185
2328
$190K ﹤0.01%
13,160
2329
$190K ﹤0.01%
10,579
-20,735
2330
$188K ﹤0.01%
20,000
2331
$188K ﹤0.01%
16,904
-123
2332
$188K ﹤0.01%
50,000
2333
$187K ﹤0.01%
14,540
-679
2334
$185K ﹤0.01%
8,092
-730,711
2335
$185K ﹤0.01%
19,474
-183
2336
$179K ﹤0.01%
15,282
-11,540
2337
$179K ﹤0.01%
11,326
-300
2338
$177K ﹤0.01%
+11,687
2339
$176K ﹤0.01%
12,183
-1,395
2340
$175K ﹤0.01%
+15,050
2341
$173K ﹤0.01%
19,230
+280
2342
$172K ﹤0.01%
27,991
-14,269
2343
$171K ﹤0.01%
17,715
-26,611
2344
$171K ﹤0.01%
+6,092
2345
$170K ﹤0.01%
1,783
-6,554
2346
$169K ﹤0.01%
17,793
2347
$168K ﹤0.01%
14,909
-2,356
2348
$167K ﹤0.01%
+30,587
2349
$161K ﹤0.01%
+19,941
2350
$160K ﹤0.01%
22,556
+3,500
92 93
94
95 96