Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$7.84M
2
+$6.69M
3
+$5.85M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.2M
5
LNC icon
Lincoln National
LNC
+$4.62M

Top Sells

1
+$24.6M
2
+$10.3M
3
+$5.79M
4
MSFT icon
Microsoft
MSFT
+$3.88M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$3.39M

Sector Composition

1 Financials 12.48%
2 Healthcare 10.32%
3 Technology 9.89%
4 Energy 9.58%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.12M 0.04%
4,003
+218
352
$1.1M 0.04%
9,354
+55
353
$1.08M 0.03%
28,776
-370
354
$1.07M 0.03%
55,677
-8,173
355
$1.06M 0.03%
59,615
-2,545
356
$1.05M 0.03%
24,268
+58
357
$1.05M 0.03%
59,113
-3,483
358
$1.04M 0.03%
10,724
+195
359
$1.04M 0.03%
11,473
+771
360
$1.04M 0.03%
19,828
+821
361
$1.03M 0.03%
18,428
+314
362
$1.03M 0.03%
17,955
-24
363
$1.02M 0.03%
17,374
-591
364
$1.02M 0.03%
18,457
-1,210
365
$1.01M 0.03%
25,232
+6,082
366
$1.01M 0.03%
30,350
+4,745
367
$1M 0.03%
9,024
-237
368
$988K 0.03%
8,899
-23,970
369
$986K 0.03%
26,223
-930
370
$982K 0.03%
12,225
-504
371
$981K 0.03%
19,252
-430
372
$979K 0.03%
16,983
-207
373
$975K 0.03%
17,187
+4,200
374
$975K 0.03%
36,677
+16,316
375
$971K 0.03%
55,283
-870
13 14
15
16 17