Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
2626
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-17,782
2627
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-2,069
2628
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-5,100
2629
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-2,714
2630
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-9,445
2631
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-3,573
2632
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2633
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-77,165
2634
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-6,554
2635
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-19,069
2636
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-8,961
2637
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-27,082
2638
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-23,641
2639
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-11,734
2640
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-136,324
2641
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-8,969
2642
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-12,752
2643
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-6,560
2644
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-13,542
2645
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-17,122
2646
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-16,313
2647
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-10,965
2648
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-7,578
2649
– –
-3,962
2650
– –
-17,264
104 105
106
107 108