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
– –
0
2552
– –
-47,223
2553
– –
-64,146
2554
– –
-2,919
2555
– –
-1,341
2556
– –
-4,656
2557
– –
-9,646
2558
– –
-7,078
2559
– –
-7,003
2560
– –
-15,855
2561
– –
-9,666
2562
– –
-82,987
2563
– –
-5,624
2564
– –
-10,933
2565
– –
-20,800
2566
– –
-11,300
2567
– –
-82,011
2568
– –
-44,080
2569
– –
-18,560
2570
– –
-23,244
2571
– –
-6,612
2572
– –
-31,008
2573
– –
-8,123
2574
– –
-14,835
2575
– –
-10,064
101 102
103
104 105