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
501
$514K 0.02%
+5,715
502
$510K 0.02%
5,498
+25
503
$509K 0.02%
5,454
+554
504
$508K 0.02%
7,831
-355
505
$508K 0.02%
3,023
+1,038
506
$507K 0.02%
10,662
-1,949
507
$507K 0.02%
26,075
+3,895
508
$506K 0.02%
15,499
-1,098
509
$495K 0.02%
11,226
-127
510
$495K 0.02%
68,330
+3,635
511
$494K 0.02%
18,981
-863
512
$493K 0.02%
13,490
-390
513
$491K 0.02%
8,541
-1,330
514
$489K 0.02%
11,856
-481
515
$488K 0.02%
27,040
-4,618
516
$488K 0.02%
27,371
-10,723
517
$487K 0.02%
4,175
-285
518
$487K 0.02%
7,153
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519
$480K 0.02%
5,462
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520
$479K 0.02%
4,630
+20
521
$474K 0.02%
10,430
-1,162
522
$474K 0.02%
7,055
-620
523
$472K 0.02%
25,253
-6,084
524
$471K 0.02%
10,690
-9,629
525
$471K 0.02%
3,208
-50
19 20
21
22 23