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
501
$514K 0.02%
11,104
-636
502
$514K 0.02%
+5,715
503
$510K 0.02%
5,498
+25
504
$509K 0.02%
5,454
+554
505
$508K 0.02%
7,831
-355
506
$508K 0.02%
3,023
+1,038
507
$507K 0.02%
10,662
-1,949
508
$507K 0.02%
26,075
+3,895
509
$506K 0.02%
15,499
-1,098
510
$495K 0.02%
11,226
-127
511
$495K 0.02%
68,330
+3,635
512
$494K 0.02%
18,981
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513
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13,490
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514
$491K 0.02%
8,541
-1,330
515
$489K 0.02%
11,856
-481
516
$488K 0.02%
27,040
-4,618
517
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27,371
-10,723
518
$487K 0.02%
4,175
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519
$487K 0.02%
7,153
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520
$480K 0.02%
5,462
+1,132
521
$479K 0.02%
4,630
+20
522
$474K 0.02%
10,430
-1,162
523
$474K 0.02%
7,055
-620
524
$472K 0.02%
25,253
-6,084
525
$471K 0.02%
10,690
-9,629
19 20
21
22 23