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
451
$621K 0.02%
18,280
-560
452
$619K 0.02%
15,060
+5,664
453
$613K 0.02%
6,518
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454
$612K 0.02%
18,464
+2,040
455
$611K 0.02%
19,870
456
$606K 0.02%
43,282
+1,957
457
$602K 0.02%
18,175
+1,600
458
$601K 0.02%
5,985
+400
459
$597K 0.02%
25,328
-1,050
460
$597K 0.02%
6,641
-1,509
461
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12,002
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462
$591K 0.02%
9,762
-3,402
463
$589K 0.02%
6,752
-571
464
$586K 0.02%
39,344
-160
465
$586K 0.02%
15,877
+1,290
466
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10,481
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467
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29,357
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468
$578K 0.02%
16,270
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469
$576K 0.02%
105,850
-850
470
$573K 0.02%
+6,671
471
$573K 0.02%
3,556
+1,433
472
$568K 0.02%
18,758
+663
473
$568K 0.02%
7,073
-57
474
$566K 0.02%
9,876
-186
475
$565K 0.02%
15,633
+5,695
17 18
19
20 21