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
2601
– –
-5,705
2602
– –
-50,000
2603
– –
-22,530
2604
$0 ﹤0.01%
23,510
-3,461
2605
– –
-16,714
2606
– –
-13,453
2607
– –
-12,943
2608
– –
-25,403
2609
– –
-184,720
2610
– –
-3,653
2611
– –
-26,024
2612
– –
-3,921
2613
– –
-12,811
2614
– –
-15,641
2615
– –
-6,560
2616
– –
-8,130
2617
– –
-3,513
2618
– –
-84,381
2619
– –
-48,014
2620
– –
-5,364
2621
– –
-14,860
2622
– –
-13,456
2623
– –
-4,875
2624
– –
-23,825
2625
– –
-15,791
103 104
105
106 107