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
2501
– –
-11,243
2502
– –
-38,325
2503
– –
-13,660
2504
– –
-7,706
2505
– –
-18,037
2506
– –
-34,730
2507
– –
-4,063
2508
– –
-45,237
2509
– –
-39,783
2510
– –
-10,969
2511
– –
-29,210
2512
– –
-3,714
2513
– –
-66,663
2514
– –
-8,125
2515
– –
-29,670
2516
– –
-414,581
2517
– –
-74,427
2518
– –
-25,269
2519
– –
-39,165
2520
– –
-2,480
2521
– –
-3,801
2522
– –
-15,915
2523
– –
-12,883
2524
– –
-4,107
2525
– –
-14,181
99 100
101
102 103