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
301
$1.5M 0.05%
69,904
+2,568
302
$1.48M 0.05%
12,492
-560
303
$1.48M 0.05%
+15,382
304
$1.47M 0.05%
46,504
-10,767
305
$1.47M 0.05%
45,755
-968
306
$1.47M 0.05%
26,981
-1,923
307
$1.43M 0.05%
+63,771
308
$1.43M 0.05%
37,759
-3,451
309
$1.43M 0.05%
9,982
+1,170
310
$1.42M 0.05%
72,200
-3,950
311
$1.4M 0.05%
13,167
-3,730
312
$1.4M 0.05%
26,500
-896
313
$1.38M 0.04%
23,152
+4,435
314
$1.37M 0.04%
15,028
+6,167
315
$1.37M 0.04%
29,232
-673
316
$1.36M 0.04%
16,100
-562
317
$1.36M 0.04%
37,637
+6,222
318
$1.35M 0.04%
38,712
-6,499
319
$1.34M 0.04%
22,284
-1,421
320
$1.34M 0.04%
41,282
-2,068
321
$1.33M 0.04%
24,829
-2,948
322
$1.31M 0.04%
48,502
+21,513
323
$1.3M 0.04%
32,401
+25,109
324
$1.3M 0.04%
29,865
-700
325
$1.28M 0.04%
14,662
+4,320
11 12
13
14 15