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
426
$686K 0.02%
10,004
+793
427
$683K 0.02%
8,163
-669
428
$682K 0.02%
6,537
-363
429
$670K 0.02%
20,196
-468
430
$667K 0.02%
9,349
-1,099
431
$667K 0.02%
4,807
-82
432
$667K 0.02%
12,880
-1,000
433
$666K 0.02%
8,457
+312
434
$662K 0.02%
11,384
-290
435
$662K 0.02%
14,323
-233
436
$661K 0.02%
5,594
+245
437
$658K 0.02%
34,474
+2,804
438
$657K 0.02%
+31,466
439
$653K 0.02%
+10,562
440
$650K 0.02%
8,390
-240
441
$647K 0.02%
12,121
-1,520
442
$643K 0.02%
7,700
+1,040
443
$641K 0.02%
41,280
+1,530
444
$640K 0.02%
14,264
-1,178
445
$640K 0.02%
8,624
-2,292
446
$631K 0.02%
14,366
-1,090
447
$631K 0.02%
21,080
-4,451
448
$628K 0.02%
4,523
-250
449
$626K 0.02%
11,642
+1,618
450
$621K 0.02%
31,191
-570
16 17
18
19 20