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
401
$803K 0.03%
5,334
+137
402
$793K 0.03%
22,152
-2,200
403
$792K 0.03%
7,670
+50
404
$789K 0.03%
17,724
-607
405
$789K 0.03%
17,325
+268
406
$789K 0.03%
27,122
-1,846
407
$787K 0.03%
15,168
+1,825
408
$785K 0.03%
14,361
+1,161
409
$784K 0.03%
33,275
-1,130
410
$769K 0.02%
10,948
-733
411
$767K 0.02%
14,714
+350
412
$765K 0.02%
7,119
-265
413
$759K 0.02%
88,485
-390
414
$758K 0.02%
68,016
-1,576
415
$747K 0.02%
12,483
-1,743
416
$742K 0.02%
17,955
-79
417
$741K 0.02%
13,897
-469
418
$739K 0.02%
16,153
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419
$738K 0.02%
11,576
-59
420
$734K 0.02%
8,218
+434
421
$727K 0.02%
40,760
+2,438
422
$726K 0.02%
77,256
-100
423
$725K 0.02%
14,371
-5,375
424
$700K 0.02%
17,377
+10,891
425
$700K 0.02%
12,092
+1,983
15 16
17
18 19