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
351
$1.13M 0.04%
7,974
-4,151
352
$1.12M 0.04%
4,003
+218
353
$1.1M 0.04%
9,354
+55
354
$1.08M 0.03%
12,040
-155
355
$1.07M 0.03%
55,677
-8,173
356
$1.06M 0.03%
59,615
-2,545
357
$1.05M 0.03%
24,268
+58
358
$1.05M 0.03%
59,113
-3,483
359
$1.04M 0.03%
10,724
+195
360
$1.04M 0.03%
11,473
+771
361
$1.04M 0.03%
19,828
+821
362
$1.03M 0.03%
18,428
+314
363
$1.03M 0.03%
17,955
-24
364
$1.02M 0.03%
17,374
-591
365
$1.02M 0.03%
18,457
-1,210
366
$1.01M 0.03%
25,232
+6,082
367
$1.01M 0.03%
30,350
+4,745
368
$1M 0.03%
9,024
-237
369
$988K 0.03%
8,899
-23,970
370
$986K 0.03%
26,223
-930
371
$982K 0.03%
12,225
-504
372
$981K 0.03%
19,252
-430
373
$979K 0.03%
16,983
-207
374
$975K 0.03%
17,187
+4,200
375
$975K 0.03%
36,677
+16,316
13 14
15
16 17