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
2701
– –
-5,624
2702
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-10,933
2703
– –
-20,800
2704
– –
-11,300
2705
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2706
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-6,612
2707
– –
-31,008
2708
– –
-8,123
2709
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-14,835
2710
– –
-10,064
2711
– –
-16,997
2712
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-31,255
2713
– –
-35,356
2714
– –
-10,384
2715
– –
-17,920
2716
– –
-18,635
2717
– –
-20,070
2718
– –
-6,305
2719
– –
-30,432
2720
– –
-7,885
2721
– –
-896
2722
– –
-16,945
2723
– –
-98,257
2724
– –
-20,459
2725
– –
-7,233
106 107 108
109
110