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
2351
$155K ﹤0.01%
12,218
-3,672
2352
$154K ﹤0.01%
23,986
+11,992
2353
$150K ﹤0.01%
13,595
-234
2354
$148K ﹤0.01%
20,670
-17,058
2355
$148K ﹤0.01%
14,701
-12,846
2356
$147K ﹤0.01%
14,464
-5,873
2357
$145K ﹤0.01%
11,721
2358
$141K ﹤0.01%
+12,328
2359
$139K ﹤0.01%
+10,217
2360
$138K ﹤0.01%
1,484
-148,425
2361
$136K ﹤0.01%
17,854
-447
2362
$135K ﹤0.01%
25,945
-131
2363
$135K ﹤0.01%
12,842
-2,468
2364
$134K ﹤0.01%
10,332
+4
2365
$132K ﹤0.01%
3,742
-34
2366
$130K ﹤0.01%
+10,500
2367
$126K ﹤0.01%
13,016
-1,825
2368
$126K ﹤0.01%
+10,664
2369
$126K ﹤0.01%
6,290
-230,018
2370
$122K ﹤0.01%
10,486
+90
2371
$122K ﹤0.01%
+10,148
2372
$122K ﹤0.01%
+2,316
2373
$121K ﹤0.01%
2,463
-25,422
2374
$120K ﹤0.01%
13,000
2375
$117K ﹤0.01%
+14,000
93 94
95
96 97