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
– –
-15,829
2502
– –
-59,376
2503
– –
-10,768
2504
– –
-12,505
2505
– –
-11,680
2506
– –
-12,054
2507
– –
-22,456
2508
– –
-10,423
2509
– –
-17,381
2510
– –
-22,131
2511
– –
-190,141
2512
– –
-52,404
2513
– –
-17,128
2514
– –
-38,218
2515
– –
-18,371
2516
– –
-14,798
2517
– –
-10,101
2518
– –
-15,933
2519
– –
-4,907
2520
– –
-12,479
2521
– –
-14,378
2522
– –
-53,318
2523
– –
-7,895
2524
– –
-21,983
2525
– –
-61,329
99 100
101
102 103