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
2551
– –
-3,639
2552
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-21,179
2553
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-183,180
2554
– –
-8,870
2555
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-31,788
2556
– –
-9,237
2557
– –
-22,862
2558
– –
-14,619
2559
– –
0
2560
– –
-47,223
2561
– –
-1,341
2562
– –
-4,656
2563
– –
-9,646
2564
– –
-7,078
2565
– –
-7,003
2566
– –
-15,855
2567
– –
-9,666
2568
– –
-82,987
2569
– –
-10,933
2570
– –
-20,800
2571
– –
-11,300
2572
– –
-82,011
2573
– –
-44,080
2574
– –
-18,560
2575
– –
-23,244
101 102
103
104 105