Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$4.25B 6.66%
7,367,344
+491,026
2
$1.92B 3.02%
3,353,597
-51,764
3
$1.8B 2.83%
4,194,319
-498,144
4
$1.65B 2.59%
7,090,708
+96,005
5
$1.53B 2.4%
65,412,885
+11,067,860
6
$1.16B 1.82%
16,150,710
-211,888
7
$1.14B 1.78%
9,354,506
+78,089
8
$1.09B 1.7%
2,059,708
-294,549
9
$929M 1.46%
5,185,229
-2,053,782
10
$811M 1.27%
2,161,122
-19,723
11
$767M 1.2%
4,114,275
-157,234
12
$700M 1.1%
6,912,098
+264,731
13
$605M 0.95%
2,678,945
-158,302
14
$603M 0.94%
3,604,470
-188,844
15
$603M 0.94%
2,857,873
-20,020
16
$584M 0.92%
4,992,636
-12,225
17
$566M 0.89%
7,251,659
+140,626
18
$526M 0.82%
3,014,465
-70,034
19
$513M 0.8%
1,050,279
+23,800
20
$508M 0.8%
1,254,373
-333,118
21
$499M 0.78%
2,894,337
+94,397
22
$496M 0.78%
866,054
-20,804
23
$486M 0.76%
5,289,659
+73,887
24
$464M 0.73%
7,440,033
-267,548
25
$439M 0.69%
1,596,599
-140,775
1
2 3 4 5