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
401
$793K 0.03%
22,152
-2,200
402
$792K 0.03%
7,670
+50
403
$789K 0.03%
17,724
-607
404
$789K 0.03%
27,122
-1,846
405
$789K 0.03%
17,325
+268
406
$787K 0.03%
15,168
+1,825
407
$785K 0.03%
14,361
+1,161
408
$784K 0.03%
33,275
-1,130
409
$769K 0.02%
10,948
-733
410
$767K 0.02%
14,714
+350
411
$765K 0.02%
7,119
-265
412
$759K 0.02%
88,485
-390
413
$758K 0.02%
68,016
-1,576
414
$747K 0.02%
12,483
-1,743
415
$742K 0.02%
17,955
-79
416
$741K 0.02%
13,897
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417
$739K 0.02%
16,153
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418
$738K 0.02%
11,576
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419
$734K 0.02%
8,218
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420
$727K 0.02%
40,760
+2,438
421
$726K 0.02%
77,256
-100
422
$725K 0.02%
14,371
-5,375
423
$700K 0.02%
17,377
+10,891
424
$700K 0.02%
12,092
+1,983
425
$686K 0.02%
10,004
+793
15 16
17
18 19