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
2426
$40.4K ﹤0.01%
+11,000
2427
$32K ﹤0.01%
11,750
2428
$31.9K ﹤0.01%
2,566
-86,504
2429
$31.5K ﹤0.01%
852
-26,469
2430
$29.8K ﹤0.01%
+10,500
2431
$27.8K ﹤0.01%
12,265
2432
$26.2K ﹤0.01%
34,034
2433
$26.2K ﹤0.01%
1,722
2434
$21K ﹤0.01%
13,400
2435
$18.3K ﹤0.01%
221
-14,388
2436
$18.2K ﹤0.01%
10,000
2437
$17.5K ﹤0.01%
690
-37,390
2438
$16.8K ﹤0.01%
137
-8,636
2439
$16.6K ﹤0.01%
63,667
2440
$15.7K ﹤0.01%
11,000
-2,000
2441
$15.7K ﹤0.01%
36,667
2442
$15.3K ﹤0.01%
10,000
2443
$15.3K ﹤0.01%
1,055
2444
$13.6K ﹤0.01%
16,000
2445
$12.9K ﹤0.01%
1,035
-1,000
2446
$10.1K ﹤0.01%
+14,267
2447
$9.31K ﹤0.01%
1,200
2448
$9.01K ﹤0.01%
352
-61,439
2449
$7.47K ﹤0.01%
595
2450
$7.3K ﹤0.01%
10,000
-5,000
96 97
98
99 100