Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$273M
2
+$256M
3
+$94.7M
4
FANG icon
Diamondback Energy
FANG
+$85.6M
5
CMS icon
CMS Energy
CMS
+$48.5M

Top Sells

1
+$351M
2
+$213M
3
+$194M
4
GS icon
Goldman Sachs
GS
+$173M
5
UNH icon
UnitedHealth
UNH
+$160M

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
2476
– –
-6,186
2477
– –
-11,151
2478
– –
-15,040
2479
– –
-16,104
2480
– –
-86,863
2481
– –
-146,758
2482
– –
-38,813
2483
– –
-49,956
2484
– –
-9,049
2485
– –
-15,705
2486
– –
-12,824
2487
– –
-41,880
2488
– –
-5,751
2489
– –
-772
2490
– –
-24,155
2491
– –
-15,623
2492
– –
-39,509
2493
– –
-6,219
2494
– –
-5,784
2495
– –
-15,295
2496
– –
-2,447
2497
– –
-10,011
2498
– –
-13,449
2499
– –
-16,673
2500
– –
-11,840
98 99
100
101 102