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
2651
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-8,130
2652
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-3,513
2653
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-84,381
2654
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-48,014
2655
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-5,364
2656
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-14,860
2657
– –
-13,456
2658
– –
-4,875
2659
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-23,825
2660
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-15,791
2661
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-8,257
2662
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-14,416
2663
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-20,555
2664
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-16,721
2665
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-13,101
2666
– –
-7,240
2667
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-32,030
2668
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-7,084
2669
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-17,608
2670
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-5,238
2671
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-101,605
2672
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-11,840
2673
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-17,113
2674
– –
-7,850
2675
– –
-11,243
105 106
107
108 109