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
2451
$6.7K ﹤0.01%
667
2452
$6.64K ﹤0.01%
680
2453
$6.19K ﹤0.01%
456
-679,128
2454
$4.82K ﹤0.01%
1,813
-58,979
2455
$3.92K ﹤0.01%
+400
2456
$1.75K ﹤0.01%
38,965
2457
$1.58K ﹤0.01%
50
-31,070
2458
$865 ﹤0.01%
29
-25,480
2459
$465 ﹤0.01%
17
-42,416
2460
$443 ﹤0.01%
+22,129
2461
– –
-50,000
2462
– –
-22,530
2463
$0 ﹤0.01%
23,510
-3,461
2464
– –
-46,240
2465
– –
-5,763
2466
– –
-17,450
2467
– –
-27,287
2468
– –
-32,079
2469
– –
-340,775
2470
– –
-3,515
2471
– –
-26,804
2472
– –
-25,445
2473
– –
-10,302
2474
– –
-10,062
2475
– –
-22,210
97 98
99
100 101