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
2401
$78.4K ﹤0.01%
16,757
-174
2402
$78.1K ﹤0.01%
11,000
2403
$74.8K ﹤0.01%
4,032
-55,693
2404
$73.2K ﹤0.01%
40,000
+20,000
2405
$73K ﹤0.01%
+10,242
2406
$70.4K ﹤0.01%
10,085
2407
$70.1K ﹤0.01%
10,000
2408
$70K ﹤0.01%
10,000
2409
$67.2K ﹤0.01%
14,425
-19,600
2410
$65.9K ﹤0.01%
5,800
-88,766
2411
$65.6K ﹤0.01%
10,205
-1,934
2412
$63K ﹤0.01%
89,992
2413
$62.9K ﹤0.01%
22,080
-14,020
2414
$61.1K ﹤0.01%
+10,000
2415
$58.9K ﹤0.01%
+1,389
2416
$55.5K ﹤0.01%
18,556
2417
$52.8K ﹤0.01%
1,523
-492,902
2418
$51.6K ﹤0.01%
+10,622
2419
$48.3K ﹤0.01%
23,425
+234
2420
$48.2K ﹤0.01%
+36,253
2421
$47K ﹤0.01%
1,790
-9,104
2422
$45K ﹤0.01%
+15,090
2423
$44.8K ﹤0.01%
1,520
-12,029
2424
$44.6K ﹤0.01%
2,342
-40,816
2425
$44.5K ﹤0.01%
+13,496
95 96
97
98 99