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
2076
$311K ﹤0.01%
6,884
-4,346
2077
$309K ﹤0.01%
2,668
+292
2078
$308K ﹤0.01%
6,349
2079
$308K ﹤0.01%
10,579
-681
2080
$307K ﹤0.01%
9,170
-144,805
2081
$307K ﹤0.01%
29,072
-380
2082
$307K ﹤0.01%
1,319
-42
2083
$307K ﹤0.01%
7,167
-3,368
2084
$306K ﹤0.01%
24,400
+2,900
2085
$306K ﹤0.01%
+4,482
2086
$305K ﹤0.01%
8,844
-7,262
2087
$304K ﹤0.01%
17,496
-294
2088
$304K ﹤0.01%
1,821
-613
2089
$303K ﹤0.01%
30,286
+4,099
2090
$302K ﹤0.01%
1,840
+153
2091
$302K ﹤0.01%
16,602
-371
2092
$302K ﹤0.01%
18,002
+2,076
2093
$302K ﹤0.01%
1,343
-178
2094
$301K ﹤0.01%
11,609
-78
2095
$301K ﹤0.01%
6,283
-10,999
2096
$301K ﹤0.01%
3,811
+233
2097
$301K ﹤0.01%
3,222
+89
2098
$301K ﹤0.01%
4,888
+377
2099
$300K ﹤0.01%
5,465
-51
2100
$300K ﹤0.01%
18,303
-1,131
82 83
84
85 86