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
2551
– –
-10,423
2552
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-17,381
2553
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-22,131
2554
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-190,141
2555
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-17,128
2556
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-38,218
2557
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-18,371
2558
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-14,798
2559
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-10,101
2560
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-15,933
2561
– –
-4,907
2562
– –
-12,479
2563
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-14,378
2564
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-53,318
2565
– –
-7,895
2566
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-21,983
2567
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-61,329
2568
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-29,578
2569
– –
-22,899
2570
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-29,871
2571
– –
-17,045
2572
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-4,360
2573
– –
-18,730
2574
– –
-44,037
2575
– –
-26,591
101 102
103
104 105