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
526
$469K 0.02%
14,721
+3,486
527
$466K 0.02%
+4,068
528
$464K 0.01%
11,059
-64
529
$463K 0.01%
7,485
-1,400
530
$463K 0.01%
18,337
-2,745
531
$462K 0.01%
5,886
-5,650
532
$461K 0.01%
11,122
-890
533
$459K 0.01%
+9,913
534
$459K 0.01%
6,735
-55
535
$458K 0.01%
6,847
+441
536
$446K 0.01%
20,172
537
$445K 0.01%
7,556
+875
538
$445K 0.01%
738
-104
539
$439K 0.01%
83,070
-4,100
540
$436K 0.01%
3,256
-310
541
$433K 0.01%
9,084
+506
542
$433K 0.01%
5,369
-1,481
543
$433K 0.01%
6,533
-45
544
$430K 0.01%
9,515
-2,290
545
$426K 0.01%
11,763
+530
546
$425K 0.01%
11,075
-1,700
547
$422K 0.01%
2,209
548
$415K 0.01%
14,060
-40
549
$410K 0.01%
12,990
-940
550
$409K 0.01%
8,440
-122
20 21
22
23 24