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
2601
– –
-38,787
2602
– –
-19,427
2603
– –
-772
2604
– –
-24,155
2605
– –
0
2606
– –
-98,257
2607
– –
-13,453
2608
– –
-39,165
2609
– –
-4,107
2610
– –
-10,423
2611
– –
-17,381
2612
– –
-22,131
2613
– –
-7,895
2614
– –
-6,305
2615
– –
-17,608
2616
– –
-7,078
2617
– –
-5,624
2618
– –
-10,933
2619
– –
-20,800
2620
– –
-11,300
2621
– –
-23,970
2622
– –
-17,683
2623
– –
-20,070
2624
– –
-20,459
2625
– –
-7,233
103 104
105
106 107