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
– –
-3,230
2702
– –
-14,172
2703
– –
-39,165
2704
– –
-2,480
2705
– –
-2,864
2706
– –
-11,657
2707
– –
-8,979
2708
– –
-3,801
2709
– –
-15,915
2710
– –
-12,883
2711
– –
-4,107
2712
– –
-14,181
2713
– –
-21,958
2714
– –
-45,132
2715
– –
-18,501
2716
– –
-20,594
2717
– –
-10,039
2718
– –
-47,513
2719
– –
-9,575
2720
– –
-26,212
2721
– –
-5,665
2722
– –
-76,312
2723
– –
-3,873
2724
– –
-11,151
2725
– –
-15,040
106 107 108
109
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