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
451
$619K 0.02%
15,060
+5,664
452
$613K 0.02%
6,518
-2,295
453
$612K 0.02%
18,464
+2,040
454
$611K 0.02%
19,870
455
$606K 0.02%
43,282
+1,957
456
$602K 0.02%
18,175
+1,600
457
$601K 0.02%
5,985
+400
458
$597K 0.02%
25,328
-1,050
459
$597K 0.02%
6,641
-1,509
460
$594K 0.02%
12,002
+6,600
461
$591K 0.02%
9,762
-3,402
462
$589K 0.02%
6,752
-571
463
$586K 0.02%
39,344
-160
464
$586K 0.02%
15,877
+1,290
465
$580K 0.02%
10,481
-155
466
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29,357
+964
467
$578K 0.02%
16,270
-2,360
468
$576K 0.02%
105,850
-850
469
$573K 0.02%
+6,671
470
$573K 0.02%
3,556
+1,433
471
$568K 0.02%
18,758
+663
472
$568K 0.02%
7,073
-57
473
$566K 0.02%
9,876
-186
474
$565K 0.02%
15,633
+5,695
475
$562K 0.02%
12,245
+1,294
17 18
19
20 21