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
276
$2M 0.06%
15,343
-287
277
$1.97M 0.06%
48,648
+4,398
278
$1.88M 0.06%
16,495
+6,130
279
$1.88M 0.06%
123,994
-1,681
280
$1.8M 0.06%
19,200
-989
281
$1.79M 0.06%
41,439
-2,023
282
$1.76M 0.06%
49,890
+7,638
283
$1.75M 0.06%
16,731
-3,853
284
$1.72M 0.06%
19,052
+441
285
$1.7M 0.05%
41,240
-1,725
286
$1.69M 0.05%
56,466
-497
287
$1.68M 0.05%
23,416
+4,285
288
$1.66M 0.05%
25,299
+6,328
289
$1.64M 0.05%
33,309
-553
290
$1.63M 0.05%
15,146
-583
291
$1.63M 0.05%
39,328
-749
292
$1.62M 0.05%
32,784
+204
293
$1.61M 0.05%
35,847
-681
294
$1.61M 0.05%
22,670
-2,003
295
$1.6M 0.05%
45,399
-589
296
$1.6M 0.05%
26,088
-4,578
297
$1.58M 0.05%
13,412
+2,260
298
$1.53M 0.05%
26,569
+5,616
299
$1.51M 0.05%
25,411
-58,894
300
$1.5M 0.05%
15,654
+3,408
10 11
12
13 14