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
2526
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-29,578
2527
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-22,899
2528
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-29,871
2529
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-17,045
2530
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-4,360
2531
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-18,730
2532
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-44,037
2533
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-26,591
2534
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-6,350
2535
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-5,438
2536
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-1,751
2537
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-12,390
2538
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-12,586
2539
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-37,911
2540
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-14,611
2541
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-13,486
2542
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-233,844
2543
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-3,639
2544
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-21,179
2545
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-183,180
2546
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-8,870
2547
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-31,788
2548
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-9,237
2549
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-22,862
2550
– –
-14,619
100 101
102
103 104