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
2626
– –
-8,257
2627
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-14,416
2628
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-20,555
2629
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-16,721
2630
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-13,101
2631
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-7,240
2632
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-32,030
2633
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-7,084
2634
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-17,608
2635
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-5,238
2636
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-101,605
2637
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-11,840
2638
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-10,053
2639
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-21,975
2640
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-55,605
2641
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-14,972
2642
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-9,011
2643
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-5,614
2644
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-58,953
2645
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-78,649
2646
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-13,900
2647
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-30,248
2648
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-15,163
2649
– –
-155,918
2650
– –
-35,457
104 105
106
107 108