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
551
$406K 0.01%
110,000
552
$405K 0.01%
11,358
-740
553
$404K 0.01%
60,510
-1,801
554
$403K 0.01%
5,483
+1,166
555
$401K 0.01%
+8,257
556
$399K 0.01%
6,339
557
$393K 0.01%
14,213
+269
558
$390K 0.01%
2,420
+249
559
$390K 0.01%
8,496
-7
560
$386K 0.01%
6,608
+483
561
$383K 0.01%
7,639
+410
562
$382K 0.01%
+5,513
563
$382K 0.01%
7,584
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564
$378K 0.01%
7,512
565
$377K 0.01%
+11,357
566
$374K 0.01%
3,384
+405
567
$374K 0.01%
6,762
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568
$372K 0.01%
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569
$371K 0.01%
5,533
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570
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6,811
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571
$368K 0.01%
6,284
-2,566
572
$367K 0.01%
7,895
-1,499
573
$366K 0.01%
5,639
+140
574
$365K 0.01%
7,411
-459
575
$365K 0.01%
3,325
21 22
23
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