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
$3.1B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.28M
3
+$6.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.36M
5
LNC icon
Lincoln National
LNC
+$4.98M

Top Sells

1
+$26.6M
2
+$10.6M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$3.99M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$3.5M

Sector Composition

1 Financials 12.6%
2 Healthcare 10.32%
3 Technology 9.94%
4 Energy 9.58%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.9M 0.09%
29,813
+1,921
227
$2.9M 0.09%
428,368
-32,582
228
$2.88M 0.09%
102,663
+778
229
$2.88M 0.09%
32,064
+796
230
$2.87M 0.09%
63,085
-11,036
231
$2.83M 0.09%
24,350
+11,586
232
$2.83M 0.09%
24,405
+6,961
233
$2.82M 0.09%
+107,078
234
$2.81M 0.09%
33,471
-530
235
$2.81M 0.09%
32,234
-284
236
$2.8M 0.09%
52,186
-174
237
$2.8M 0.09%
14,915
+3,891
238
$2.77M 0.09%
68,469
+2,662
239
$2.74M 0.09%
83,128
-323,069
240
$2.67M 0.09%
19,733
+8,733
241
$2.65M 0.09%
63,465
+16,129
242
$2.6M 0.08%
12,390
+334
243
$2.59M 0.08%
247,137
+143,337
244
$2.59M 0.08%
97,429
+23,637
245
$2.58M 0.08%
45,016
-1,587
246
$2.58M 0.08%
33,431
+95
247
$2.56M 0.08%
45,596
-6,474
248
$2.52M 0.08%
33,958
-30,381
249
$2.49M 0.08%
468,695
+97,625
250
$2.49M 0.08%
29,152
-728
8 9
10
11 12