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
326
$1.28M 0.04%
32,490
+318
327
$1.27M 0.04%
12,281
+97
328
$1.25M 0.04%
27,312
+1,096
329
$1.24M 0.04%
39,552
+2,095
330
$1.24M 0.04%
10,180
+1,806
331
$1.23M 0.04%
36,998
-1,495
332
$1.23M 0.04%
37,109
-2,908
333
$1.23M 0.04%
18,730
+9,447
334
$1.22M 0.04%
22,404
+6,971
335
$1.21M 0.04%
37,966
-2,520
336
$1.21M 0.04%
28,058
+8,513
337
$1.2M 0.04%
26,552
+4,022
338
$1.2M 0.04%
22,954
-1,098
339
$1.2M 0.04%
17,297
-1,355
340
$1.19M 0.04%
51,030
+11,159
341
$1.18M 0.04%
15,040
-38
342
$1.18M 0.04%
2,029
+177
343
$1.17M 0.04%
2,766
+437
344
$1.16M 0.04%
10,636
+240
345
$1.15M 0.04%
30,552
+4,138
346
$1.15M 0.04%
27,760
+5,120
347
$1.15M 0.04%
29,080
-38,336
348
$1.15M 0.04%
11,101
-134
349
$1.14M 0.04%
14,080
+2,195
350
$1.13M 0.04%
81,996
-10,453
12 13
14
15 16