Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
– –
-13,486
2552
– –
-233,844
2553
– –
-3,639
2554
– –
-21,179
2555
– –
-183,180
2556
– –
-8,870
2557
– –
-31,788
2558
– –
-9,237
2559
– –
-22,862
2560
– –
-14,619
2561
– –
-47,223
2562
– –
-4,656
2563
– –
-9,646
2564
– –
-7,003
2565
– –
-15,855
2566
– –
-9,666
2567
– –
-82,987
2568
– –
-8,123
2569
– –
-14,835
2570
– –
-10,064
2571
– –
-16,997
2572
– –
-31,255
2573
– –
-35,356
2574
– –
-130,982
2575
– –
-8,719
101 102
103
104 105