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
251
$2.47M 0.08%
37,811
+523
252
$2.44M 0.08%
28,930
+1,366
253
$2.44M 0.08%
31,989
+17,609
254
$2.41M 0.08%
58,669
-62,533
255
$2.38M 0.08%
26,153
+2,667
256
$2.37M 0.08%
42,007
-11,679
257
$2.33M 0.08%
45,993
+5,016
258
$2.32M 0.07%
7,837
-1,500
259
$2.32M 0.07%
43,277
-2,598
260
$2.31M 0.07%
48,505
+7,880
261
$2.3M 0.07%
203,532
+56,658
262
$2.25M 0.07%
61,234
+8,320
263
$2.21M 0.07%
124,708
-9,966
264
$2.2M 0.07%
52,742
+7,608
265
$2.19M 0.07%
113,951
-10,055
266
$2.18M 0.07%
25,528
+418
267
$2.17M 0.07%
11,766
-384
268
$2.15M 0.07%
40,340
+2,499
269
$2.11M 0.07%
31,028
-765
270
$2.1M 0.07%
48,321
-5,128
271
$2.09M 0.07%
25,896
+1,150
272
$2.07M 0.07%
35,224
+1,069
273
$2.03M 0.07%
211,428
-81,084
274
$2.02M 0.07%
16,692
-3,337
275
$2.02M 0.06%
49,826
-17,608
9 10
11
12 13