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
26
$23.3M 0.75%
835,078
-13,973
27
$23.1M 0.75%
561,357
+17,602
28
$22.3M 0.72%
244,511
+6,172
29
$22.1M 0.71%
96,569
+1,625
30
$21.9M 0.7%
293,915
+2,247
31
$21.5M 0.69%
339,917
+2,411
32
$21.5M 0.69%
238,263
+4,383
33
$21.2M 0.68%
416,118
+88,779
34
$21.2M 0.68%
401,294
-1,300
35
$21.1M 0.68%
558,099
+20,409
36
$20.8M 0.67%
778,780
-8,355
37
$20.7M 0.67%
152,627
-10,114
38
$20.4M 0.66%
407,760
+14,347
39
$19.4M 0.62%
538,819
+3,755
40
$18.4M 0.59%
490,552
+776
41
$18.3M 0.59%
193,857
+22,290
42
$17.5M 0.56%
366,073
-18,029
43
$17.1M 0.55%
54,170
-5,214
44
$17.1M 0.55%
162,593
+9,333
45
$16.6M 0.54%
151,181
-10,411
46
$16.5M 0.53%
620,478
+1,084
47
$16.4M 0.53%
427,520
+18,132
48
$16.2M 0.52%
313,112
+96,471
49
$16M 0.52%
196,778
-6,287
50
$16M 0.52%
616,410
-21,176
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