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
– –
-21,958
2527
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-45,132
2528
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-18,501
2529
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-20,594
2530
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-10,039
2531
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-47,513
2532
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-9,575
2533
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-26,212
2534
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-5,665
2535
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-86,863
2536
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-146,758
2537
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-38,813
2538
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-49,956
2539
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-9,049
2540
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-15,705
2541
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-12,690
2542
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-78,119
2543
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-1,969
2544
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-15,829
2545
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-59,376
2546
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-10,768
2547
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-12,505
2548
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-11,680
2549
– –
-12,054
2550
– –
-22,456
100 101
102
103 104