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
476
$562K 0.02%
12,245
+1,294
477
$561K 0.02%
18,561
-1,809
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480
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481
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482
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35,735
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483
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485
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11,074
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488
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489
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11,710
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495
$527K 0.02%
3,358
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496
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34,312
497
$523K 0.02%
8,440
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498
$522K 0.02%
12,511
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499
$522K 0.02%
21,201
-519
500
$515K 0.02%
6,223
-606
18 19
20
21 22