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
2526
– –
-15,933
2527
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-4,907
2528
– –
-12,479
2529
– –
-14,378
2530
– –
-53,318
2531
– –
-7,895
2532
– –
-21,983
2533
– –
-61,329
2534
– –
-29,578
2535
– –
-68,697
2536
– –
-29,871
2537
– –
-17,045
2538
– –
-4,360
2539
– –
-18,730
2540
– –
-44,037
2541
– –
-26,591
2542
– –
-6,350
2543
– –
-5,438
2544
– –
-1,751
2545
– –
-12,390
2546
– –
-12,586
2547
– –
-37,911
2548
– –
-14,611
2549
– –
-13,486
2550
– –
-233,844
100 101
102
103 104